Senior Financial Consultant

2 weeks ago


Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time
Job description
A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank's retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our department as Senior Financial Consultant .

Principal Responsibilities
  • Identify customers' financial planning needs; offer professional financial advice and introduce insurance solutions to achieve goals in different life stages
  • Provide wealth management and portfolio advice in retirement planning, legacy planning and risk management (protection) planning
  • Good market sense with strong understanding on the financial industry
  • Sound knowledge in life insurance proposition concept and product knowledge
  • Assist management to design and implement different cross-border programs, prepare relevant reports and proposals with professional recommendations and workable solutions for management to improve the overall business performance
  • Manage HNW customer segment and drive marketing programs to build customer portfolio
Requirements
  • University degree in Business, Finance or related discipline
  • Minimum 8 years or above working experience in financial planning or related business industries, IANG is welcome
  • Experience in Private Banking, PRC exposure, law or trust background preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations
  • Professional qualification in financial planning will be an advantage; such as CFMPTM, CFPCM, FLMI, CFA
  • Mature, creative and dynamic individual with excellent communication and presentational skills
  • Proficiency in Cantonese, Putonghua and English is required
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
#LI-HASE


  • Senior Consultant, Financial Advisory

    Found in: Talent HK C2 - 1 week ago


    Hong Kong, Hong Kong SAR China Teneo Full time

    Senior Consultant, Financial Advisory The Role We are looking to recruit a Senior Consultant into our Hong Kong Financial Advisory team, specifically to support the Restructuring and Insolvency practice. As a Senior Consultant, you will have the opportunity to work on a diverse range of challenging engagements and will support the leadership team with...

  • Rewards, Senior Associate Consultant

    Found in: Talent HK C2 - 1 day ago


    Hong Kong, Hong Kong SAR China Aon Full time

    Rewards, Senior Associate Consultant - Financial Services McLagan are currently recruiting a Senior Associate Consultant to join our Talent Solutions team. You will be primarily responsible for relationship management and data-led reward consulting projects for financial services sector. This is a hybrid role with the flexibility to work both virtually...

  • Rewards, Associate Consultant

    Found in: Talent HK C2 - 1 day ago


    Hong Kong, Hong Kong SAR China Aon Full time

    Rewards, Associate Consultant - Financial Services McLagan are currently recruiting a Senior Associate Consultant / Associate Consultant to join our Talent Solutions team. You will be primarily responsible for relationship management and data-led reward consulting projects for financial services sector. This is a hybrid role with the flexibility to work...

  • Senior Consultant

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China CAPCO Full time

    Senior Consultant - Data at Capco China - Hong Kong DATA ANALYTICS - CONSULTANT/SENIOR CONSULTANT Hong Kong Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is...

  • Consultant/Senior Consultant

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China Sia Partners Full time

    Job description We are currently looking for a Senior Consultant with Financial Services background, having worked preferably within banking & financial services sectors. Our projects are geared around delivering Risk and Regulatory across domains. Consultant/Senior Consultant, Hong Kong (Risk & Regulatory) Due to our growth in Asia, we are...

  • Senior Consultant

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China Sia Partners Full time

    Job description We are currently looking for a Senior Consultant with Financial Services background, having worked preferably within banking & financial services sectors. Our projects are geared around delivering Operational Strategy across domains. Senior Consultant, Hong Kong ( Regulatory & Compliance  ) Due to our growth in Asia, we are...

  • Senior Financial Consultant – Hang Seng Bank

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank  Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...


  • Hong Kong, Hong Kong SAR China Mazars Full time

    Why join us You don’t join Mazars by coincidence, you choose Mazars: a global school of excellence where you will be challenged to develop and grow. Progression is tied to education, empowering you to match your career to your aspirations both within and outside our firm. We expect your contribution to what Mazars and our clients do next and reward...

  • Execution Consultant

    Found in: Talent HK C2 - 1 week ago


    Hong Kong, Hong Kong SAR China Virtu Financial Full time

    Virtu is a leading financial firm that leverages cutting edge technology to deliver liquidity to the global markets and innovative, transparent trading solutions to our clients. As a market maker, Virtu provides deep liquidity that helps to create more efficient markets around the world. Our market structure expertise, broad diversification, and execution...

  • Oracle Fusion Financial consultant

    Found in: Talent HK C2 - 1 week ago


    Hong Kong, Hong Kong SAR China Futurex Technologies Full time

    Futurex Technologies was incorporated in Singapore. It has two main area of operations, which is being handled by the respective expert management of the company.The one is IT consulting Projects and another is Mechanical, Civil infrastructure Construction Projects.With respect to IT consulting Projects, it mainly focus on Future technologies of Data...

  • Oracle Fusion Financial consultant

    Found in: Talent HK C2 - 1 week ago


    Hong Kong, Hong Kong SAR China Snaphunt Full time

    The OfferWork alongside & learn from best in class talentExcellent career development opportunitiesWork within a company with a solid track record of successThe Job You will be responsible for : Understand the clients' requirements to develop proposals and suggest solutions to help them meet their business objectives.Determining project requirements and...

  • Senior Consultant

    Found in: Talent HK C2 - 1 week ago


    Hong Kong, Hong Kong SAR China Sia Partners Full time

    Job description Due to our exceptional growth in Asia, we are looking for a Senior Consultant experienced in Technology Risk and Operational Resilience to join our team in Hong Kong. As a Senior Consultant, you will help to build our expertise and guarantee the quality of delivery to ensure market-leading practices for our Hong Kong office, taking...


  • Hong Kong, Hong Kong SAR China KPMG China Full time

    KPMG China provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients' needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment...

  • Solution Consulting Senior Manager

    Found in: Talent HK C2 - 5 days ago


    Hong Kong, Hong Kong SAR China Workday Singapore PTE. Ltd. Full time

    About the Role To capitalise on the opportunities in this market and to scale the sales support and customer engagements to new levels, Workday is looking to bring in a Solution Consulting Leader (Financials & Planning) to lead the solution consulting team in ASEAN and Hong Kong/Taiwan to support the high growth in the region! The team comprises of...


  • Hong Kong, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...

  • Senior Quantum Consultant

    Found in: beBee S HK - 2 weeks ago


    Hong Kong, Hong Kong SAR China Maxim Recruitment Ltd Full time

    An exciting Quantum Senior Consultant job based in Hong Kong to work with experts in a specialist disputes division within a market-leading international disputes advisory consulting company.

  • Senior Delay Consultant

    Found in: beBee S HK - 2 weeks ago


    Hong Kong, Hong Kong SAR China Maxim Recruitment Ltd Full time

    An exciting Delay Senior Consultant job based in Hong Kong to work with experts in a specialist disputes division within a market-leading international disputes advisory consulting company.

  • Senior Quantum Consultant

    Found in: beBee jobs HK - 2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Maxim Recruitment Ltd Full time

    An exciting Quantum Senior Consultant job based in Hong Kong to work with experts in a specialist disputes division within a market-leading international disputes advisory consulting company.

  • Senior Delay Consultant

    Found in: beBee jobs HK - 2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Maxim Recruitment Ltd Full time

    An exciting Delay Senior Consultant job based in Hong Kong to work with experts in a specialist disputes division within a market-leading international disputes advisory consulting company.


  • Hong Kong, Hong Kong SAR China Sia Partners Full time

    Job description We are currently looking for a Consultants with Financial Services background, having worked preferably within banking & financial services sectors. Our projects are geared around delivering on Risk & Regulatory topics across domains Consultant - Hong Kong ( Regulatory & Compliance ) Due to our growth in Asia, we are looking...