Prestige Private Investment Consultant
4 days ago
Prestige Private Investment Consultant – Hang Seng Bank (HK) Join Hang Seng Bank as a Prestige Private Investment Consultant. This role focuses on personal wealth management and financial services, serving high‑end customers through over 50 Prestige Banking Centres across Hong Kong. Principal Responsibilities Conduct customer portfolio analysis to identify cross‑selling investment product opportunities. Leverage wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals. Facilitate and implement strategies to uplift sales productivity and expand investment sales business of the HNW segment. Achieve sales targets by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre‑case study, share sales tactics on investment products and carry out joint‑call activities proactively. Maintain a high standard of customer service and respond 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, provide follow‑through services to customers, update compliance requirements and provide market updates to sales staff. Requirements University degree in Business Administration or related discipline; professional qualifications such as CFA, CFP or CFMP are an advantage. Professional qualifications such as Enhanced Competency Framework (ECF) or Certified Banker (CB) under the Hong Kong Institute of Bankers (HKIB) are advantageous. Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities under the Securities and Futures Ordinance. Proven experience in retail banking and at least 1 year as an Investment Consultant with strong knowledge of investment products. Excellent interpersonal and communication skills. Sound investment consultation and presentation skills. Proficiency in English and Chinese. Customer‑centric mindset and ability to manage complex interactions effectively. Strong situational awareness, desire to learn, and ability to work in an Agile environment. High level of customer centricity with dedication to delivering exceptional quality services. The employment is subject to the Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, refer to the MRCS Phase 2 documentation. For more information, visit or connect with us on LinkedIn: . Hang Seng is committed to service excellence and offers a dynamic working environment, career development opportunities and competitive compensation packages. #J-18808-Ljbffr
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