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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

Analytical skills

Investment Advisory Services Managers need analytical ability to assist executives in making decisions that affect their organisation.

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

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

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