Managed Investment Specialist, Wm

Leadingnation Hong Kong, HK

Published 2026-01-08

Description

Key Responsibilities
Strategy
Leading Portfolio Review conversations with clients
Focusing on growing the business, and empowering RMs with advisory skills and tools
Targeted engagement with high potential clients – aim to upgrade to Priority Private
Drive adoption of digital advisory tools
Advisory focused RM training
Client seminars
Upgrade clients to Priority Private
Our Ideal Candidate
Degree holder
Investment management and within Banking background
Sales management
HKSI 1,7&8
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together We
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What We Offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Location

Hong Kong
Hong Kong
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Attributes

Job type Full time
Contract type Permanent
Salary type Monthly
Occupation Managed investment specialist, wm
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Leadingnation
Leadingnation
114 active jobs
Registered 2023-08-27
Hong Kong
All vacancies from employers (114) Report vacancy

What people ask?

A finance manager in Hong Kong oversees financial planning, budgeting, and forecasting, ensuring compliance with regulations and laws. They also analyze financial data to inform business decisions and drive growth.

Investment banking jobs in Hong Kong typically require a bachelor's degree in finance, economics, or a related field, along with professional certifications like CFA or CAIA. Relevant work experience is also highly valued.

The salary range for financial analysts in Hong Kong can vary widely based on experience, but typically falls between HK$400,000 to over HK$1 million per year, plus bonuses and other benefits.

To advance your career in asset management in Hong Kong, focus on building a strong network, staying updated on market trends, and considering advanced degrees or certifications like an MBA or CFA. Leadership skills and a proven track record of performance are also key.

To succeed as a risk manager in Hong Kong's finance sector, you'll need strong analytical and problem-solving skills, along with the ability to communicate complex ideas effectively. Proficiency in risk management tools and technologies, as well as a deep understanding of regulatory requirements, is also essential.

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