Senior Investment 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.

Retail Distribution - Wealth Sales Distribution
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are currently seeking high caliber professionals to join our Wealth Sales Distribution as Senior Investment Consultant

Principal responsibilities
  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • Implement and participate in promotion programs to acquire new and retain existing investment business
  • Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
  • Maintain a high standard of customer service and react positively to customer requests
  • Support branch sales by sharing sales tactics and providing briefing sessions on investment products
  • Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
Requirements
  • University degree in Business Administration or other relevant qualification
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 3 years' relevant experience in retail banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English and Chinese
  • Customer centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Advocate of openness, able to create a cohesive teamwork and inspire others
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
(Candidates with more experience will be considered for the position of Assistant Manager, Investment Product Specialist; for candidates with solid exposure to Mainland market segment, we may consider to post them to Cross Border Banking Services Team)

If you would like to explore other opportunities at Hang Seng Hong Kong, please visit www.hangseng.com/careers/ for details.



  • Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. Deliver investment strategies to meet customer investment needs. Support various kinds of investment sales activities & client meeting. Provide coaching on a wide range of investment products as well as technical trainings to...

  • Senior Investment Consulting Analyst

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full time

    Description: SUMMARY As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and monitoring performances of their investment portfolios. We...

  • Investment Consultant

    2 weeks ago


    Hong Kong, Hong Kong SAR China Gentleman Capital Limited Full time

    Responsibilities:   Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows and outflows Prepare mutual...

  • Investment Consultant

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China Marsh McLennan Companies Full time

    Description: SUMMARY We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. You will be responsible to help clients achieve their financial goals...

  • Investment Consultant

    Found in: beBee jobs HK - 2 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Mercer Full time

    SUMMARYWe are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services.You will be responsible to help clients achieve their financial goals by advising them on...

  • Investment Consultant

    Found in: beBee S HK - 2 weeks ago


    Hong Kong, Hong Kong SAR China Mercer Full time

    SUMMARYWe are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services.You will be responsible to help clients achieve their financial goals by advising them on...


  • Hong Kong, Hong Kong SAR China JNL Consulting Limited Full time

    As an Investment Analytics Consultant, you will be responsible for the following: Assist in development and implementation of investment analytics, risk frameworks, and processes Enhance existing analytics and risk architecture to support in-depth investment and risk analytics Continuously improve and set parameters around new and existing investment...

  • Investment Consultant

    Found in: Talent HK C2 - 2 weeks ago


    Hong Kong, Hong Kong SAR China The Bank of East Asia Full time

    Responsibilities Provide professional support and coach branch marketing staff to meet their investment targets Boost up investment sales, optimize sales capacity and effectiveness for retail investment business Formulate and implement business strategies to support assigned regions meeting overall targets and generating extra investment fee income ...

  • Senior Investment Consultant

    Found in: Talent HK C2 - 6 hours 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 Bank Of China (Hong Kong) Limited Full time

    Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations Continue to provide professional and excellent investment advice to key clients of private banking and customer relationship managers, including but not limited to wealth...

  • Investment Consultant

    2 weeks ago


    Hong Kong, Hong Kong SAR China Hudson Hong Kong Full time

    Responsible for providing investment advice and recommendations, developing new investment products for the Bank, and providing investment recommendations. Responsibilities: Provide personalized investment advice and develop customized investment strategies tailored to meet the financial goals and risk profiles of high-net-worth clients. Conduct...


  • Hong Kong, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments Provide comprehensive support to investment consultants Provide professional and excellent service to key clients of private...


  • Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Regulatory...

  • 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.

  • Executive Investment Consultant

    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 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...

  • Prestige Private Investment Consultant – Hang Seng Bank

    Found in: Talent HK C2 - 1 week 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...