Associate Director, Advisory & Dealing, FX, Wealth Solutions

Leadingnation; Hong Kong; On-site; HKD 900,000 - 1,800,000; Full time

Benefits offered by this job

Retirement support

Medical insurance

Life insurance

Parental leave

Sabbatical

Volunteer leave

Flexible working

Wellbeing programs

Learning & development

Inclusive culture

Job summary

Leadingnation in Hong Kong seeks an energetic FX advisory professional to drive daily FX execution and high-level advisory services for private banking clients and internal stakeholders.

You will engage with sales, traders, analysts and economists to expand client base, deliver timely FX insights, and support revenue targets while ensuring strict compliance with regulatory standards.

Qualifications

• University graduate; CFA/FRM/CPA would be a plus.
• 6-8 years of experience in Finance/Sales/Dealing field; FX Dealing experience would be a plus.
• Solid understanding of Wealth Management Industry, either in Private Banking or Retail Banking.
• Fluent in English, Cantonese, and Mandarin.

Responsibilities

• Develop and execute long-term strategic and tactical plans to capture FX business opportunities across the Bank's Hong Kong footprint.
• Expand the FX client base by delivering professional advisory, distribution, and execution services to Private Banking clients and Relationship Managers.
• Provide timely financial market updates, FX insights, and investment or trading strategies to Relationship Managers, Investment Advisors, DAC, and clients.
• Drive achievement of CMPS FX Hong Kong revenue targets through proactive client engagement, product advisory, and execution support.
• Build and maintain strong working relationships with Front Office, Relationship Managers, Investment Advisors, DAC, and key internal business partners.
• Lead FX product ideation, structuring, feature enhancement, service improvement, and operational upgrade initiatives to strengthen product competitiveness.
• Monitor business performance, market competitors, and key KPIs to identify opportunities and take actions that support business growth.
• Ensure all FX activities, execution practices, controls, and advisory services comply with internal policies, external regulatory requirements, and best execution standards.

Skills

Portfolio Theory

Asset Allocation

Products and Processes

Credit Risk

Relationship Management

Computer Skills

Excel Macro

Regulatory Framework

Education

University degree

CFA/FRM/CPA

Job description

Job Summary

We are looking for energetic talents with to-win mindset and strong aspiration to grow career in FX advisory and dealing field. With good understanding of financial market and knowledge in FX asset class, the role would need to perform daily FX execution and high-level advisory services to both internal and external stakeholders. Moreover, this is also an ideal opportunity to get in touch to a wider investment community as the role would involve interaction and communication with sales, traders, analysts, strategists, and economists in the market.

Key Responsibilities

• Develop and execute long-term strategic and tactical plans to capture FX business opportunities across the Bank's Hong Kong footprint.
• Expand the FX client base by delivering professional advisory, distribution, and execution services to Private Banking clients and Relationship Managers.
• Provide timely financial market updates, FX insights, and investment or trading strategies to Relationship Managers, Investment Advisors, DAC, and clients.
• Drive achievement of CMPS FX Hong Kong revenue targets through proactive client engagement, product advisory, and execution support.
• Build and maintain strong working relationships with Front Office, Relationship Managers, Investment Advisors, DAC, and key internal business partners.
• Lead FX product ideation, structuring, feature enhancement, service improvement, and operational upgrade initiatives to strengthen product competitiveness.
• Monitor business performance, market competitors, and key KPIs to identify opportunities and take actions that support business growth.
• Ensure all FX activities, execution practices, controls, and advisory services comply with internal policies, external regulatory requirements, and best execution standards.

Qualifications

• University graduate, professional qualification including CFA/FRM/CPA would be a plus
• 6-8 years of experience in Finance/Sales/Dealing field, FX Dealing experience would be a plus
• Solid understanding of Wealth Management Industry, either in Private Banking or Retail Banking
• Fluent in English, Cantonese, and Mandarin

Skills and Experience

• Portfolio Theory
• Asset Allocation
• Products and Processes
• Retail and Private Banking Credit Risk
• Relationship Management
• Good Computer Skills, Excel Macro knowledge would be a plus
• Regulatory Framework and Requirements(SIF)

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.

www.sc.com/careers