Analytical skills
Investment Advisory Services Managers need analytical ability to assist executives in making decisions that affect their organisation.
Investment Advisory Services Managers
Descriptions & Duties
- Investment Advisory Services Managers provide advisory services to individual and institution customers. They supervise a team of advisers and oversee the investment services operation.
Generic Competencies
Physical Abilities
Physical abilities
- Physical strength
- Eye hand coordination / precision / dexterity
Importance:1 (Max:5)
Skill is rarely required
Technology Skills
Technology skills
- Computer literacy
- Application of technology
Importance:4 (Max:5)
Skill is frequently required
Cognitive Abilities
Cognitive abilities
- Creativity
- Visualisation
- Logical thinking
Importance:3 (Max:5)
Skill is basically required
Comprehension And Expression
Comprehension and expression skills
- Reading comprehension
- Oral / written expression
Importance:5 (Max:5)
Skill is required all the time
Social Skills
Social skills
- Communication
- Negotiation
- Persuasion
Importance:5 (Max:5)
Skill is required all the time
Organisation And Execution Skills
Organisation and execution skills
- Planning
- Organising
- Judgement
- Decision making
Importance:5 (Max:5)
Skill is required all the time
Problem Solving Skills
Problem solving skills
- Ability to solve simple and complex problems effectively and efficiently
Importance:5 (Max:5)
Skill is required all the time
Management Skills
Management skills
- Leadership
- Management of finance / time / people / other resources
Importance:5 (Max:5)
Skill is required all the time
Trade Specific Competencies
Detail oriented
In preparing and analysing reports, Investment Advisory Services Managers must pay attention to details.
Mathematics skills
Investment Advisory Services Managers must be skilled in math. An understanding of international finance and complex financial documents is important.
General Requirements
Academic qualification
usually have professional qualification in finance, investment or accounting and/or with a bachelor's or master's degree in finance, accounting, economics, or business administration
Professional qualification
Holder of Securities & Futures Commission of Hong Kong (SFC) related license, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Public Accountant (CPA))
Experience
at least 3-5 years' relevant experience
Career Path & Salary
Private Sector
Monthly Salary $15,000-$40,000
Monthly Salary $20,000-$70,000
Monthly Salary $30,000-$110,000
Monthly Salary $40,000-$160,000
Related Education & Training
Degree or above
Certificate
Work Environment
- Investment Advisory Services Managers generally work full time, and often work additional hours including some evenings and weekends. They often go to meetings.
Tools
- Videoconferencing systems - Videoconferencing equipment
