Senior Investment Product Specialist
4 days ago
Senior Investment Product Specialist - Private Banking and Trust Services Hang Seng's Private Banking offers bespoke services for high-net-worth individuals, providing investment advice, capital solutions, health and personal protection, and trustee services. This role focuses on building close relationships with high-net-worth clients, providing professional advice and premium service, and contributing to the profitability of the Bank. We are currently seeking a high calibre professional to join our team as Senior Investment Product Specialist , reporting to Market Head. Responsibilities include: Formulate and implement investment product related sales and marketing plans to assist the achievement of Private Bank AOP target. Work closely with team head to take necessary actions to attain business goals. Support frontline staff by providing pre-sales investment product ideas and post-sales product review services. Contribute to the growth of the lucrative high-net-worth segment by providing product specialist services to private banking clients. Train up and raise the professionalism of frontline staff in investment product knowledge, skills and technique. Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of investment products. Collaborate with Treasury and Investment Product Departments to maintain and enhance the competitiveness of investment products for Private Banking clients. Qualifications: University degree with passes in the Hong Kong Securities Institute Licensing Examinations or professional qualifications such as CFA, CFP, or CFMP. Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance. Proven experience in selling investment and banking products. Strong sales and customer orientation, with good communication and interpersonal skills. Strong self‑motivation and ability to work under pressure. Proficiency in English and Chinese; proficiency in Putonghua an advantage. High level of customer‑centricity mindset with dedication to deliver exceptional quality services for customers. Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to the Hong Kong Monetary Authority - Mandatory Reference Checking Scheme. #J-18808-Ljbffr
-
Hong Kong Island, Hong Kong SAR China HSBC Full timeA major banking institution in Hong Kong is seeking a Senior Investment Product Specialist to enhance their Private Banking team. The successful candidate will build relationships with high-net-worth clients and provide tailored investment advice. Responsibilities include formulating sales strategies, supporting the team, and training staff on investment...
-
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Ltd Full timeA leading financial institution in Hong Kong seeks a Senior Investment Product Specialist to enhance its private banking services. The role requires a strong focus on client relations, sales of investment products, and support for frontline staff. Candidates must have a university degree, relevant financial qualifications, and proven experience in selling...
-
Senior Finance Specialist
8 hours ago
Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Finance Specialist - Asian Infrastructure Investment Bank Senior Financial Sector Specialist The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since...
-
Senior Policy Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Policy Specialist - Asian Infrastructure Investment Bank The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing infrastructure for tomorrow in Asia and beyond, with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are...
-
Senior Investment Communications Specialist
8 hours ago
Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Investment Communications Specialist - Asian Infrastructure Investment Bank Senior Communications Officer (Investment Operations) The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began...
-
(Senior) Investment Solutions Specialist
1 week ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time(Senior) Investment Solutions Specialist - Public Sector Governance The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members...
-
Investment Strategist
4 days ago
Hong Kong Island, Hong Kong SAR China The Bank of East Asia, Limited Full timeInvestment Strategist - Investment Products and Advisory Investment Strategists under the Investment Strategy Section (ISS) are responsible for formulating asset allocation strategy, preparing periodical investment‑related publications to drive investment‑related activities for Private Banking, Personal Banking, and Corporate Banking customers. The...
-
Senior Specialist
1 week ago
Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full timeSenior Specialist - Digital Development The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are capitalized...
-
Investment Product Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Eagle Partners (International) Co., Limited Full timeInvestment Product Specialist / Junior Investment Counsellor Lead, execute and proactively implement advanced coaching techniques to motivate and encourage learning and re-enforce application within the work place Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured...
-
Investment Product Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China Eagle Partners (International) Co., Limited Full timeA leading financial services firm in Hong Kong is seeking an Investment Product Specialist to lead and implement coaching techniques for the sales team. The role involves collaborating with Customer Relationship Managers to achieve sales targets and improve customer experience. Candidates should have a degree in Business Administration and 5 years of...
