Senior Investment Consultant

6 days ago

hong kong, Hong Kong SAR China Hang Seng Bank Full time

Join to apply for the Senior Investment Consultant (Cross-boundary) role at Hang Seng Bank Some Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng 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, Hang Seng offers opportunities, support and rewards that will take you further. Retail Distribution – Wealth Sales 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 around 260 branches and automated banking centres, including around 50 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 seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant (Cross-boundary). Principal Responsibilities Conduct mainlander and offshore 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 related disciplines Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. 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 Proven experience in retail banking, with strong 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 able to manage complex interaction effectively Shown strong situation awareness, strong desire to learn and able to work in Agile environment High level of customer centricity mindset with dedication to deliver exceptional quality services for customers The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. #J-18808-Ljbffr

  • Associate Director, Investment Consulting

    6 days ago

    Hong Kong Island, Hong Kong SAR China AIA Full time

    FIND YOUR 'BETTER' AT AIA If you believe in better, we’d love to hear from you. About the Role The Investment Consulting Unit is an internal consultancy and transformation team delivering enterprise-wide change initiatives for the Group CIO, and addressing issues raised by AIA entity CIOs and Investment Committee members to improve investment processes,...

  • Investment Consultant

    1 week ago

    Hong Kong Island, Hong Kong SAR China OCBC Full time

    Overview Join to apply for the Investment Consultant role at OCBC . This is a role within OCBC's Wealth Management and Investment Banking product teams. The description covers the opportunity to shape investment banking products and services and to work closely with clients to develop tailored solutions. Responsibilities Develop and maintain a deep...

  • Investment Consultant

    2 days ago

    hong kong, Hong Kong SAR China China CITIC Bank International Limited Full time

    Overview Drive the investment sales business for a cluster of branches and provide professional advice to branches in meeting targets of investment products. Responsibilities Communicate with Principal Investment Consultant / District Head / Branch Manager on business progress and outlook in formulation of corresponding support strategies. Drive the...

  • Investment Research and Consulting Manager

    1 week ago

    hong kong, Hong Kong SAR China Ant International Full time

    Investment Research and Consulting Manager Join to apply for the Investment Research and Consulting Manager role at Ant International Responsibilities Conduct and lead research on investment needs of corporate clients both domestically and overseas, and formulate product strategies. Perform due diligence and listing of third‑party financial products from...

  • Investment Management Officer

    2 weeks ago

    Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Investment Officer, Energy 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 111 approved members worldwide. We are capitalized at USD100...

  • Senior Investment Manager

    7 days ago

    Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Senior Investment Officer, Loan Syndication 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 111 approved members worldwide. We are...

  • Senior Investment Manager

    2 days ago

    Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Senior Investment Officer, Loan Syndication The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing Infrastructure for Tomorrow in Asia and beyond. It began operations in Beijing in 2016 and has since grown to 111 approved members worldwide. Capitalized at USD100 billion and AAA‑rated, AIIB meets...

  • Senior Investment Communications Specialist

    2 days ago

    Hong Kong Island, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Senior 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...

  • Investment Consultant

    6 days ago

    Hong Kong Island, Hong Kong SAR China CMBC Capital Holdings Limited Full time

    Company Overview CMBC Capital Holdings Limited, a subsidiary of China Minsheng Bank, is listed on the Hong Kong Stock Exchange (stock code: 1141.HK). Licensed for Type 1, 4, 6, and 9 regulated activities, the company offers a comprehensive range of financial services, including Hong Kong IPO sponsoring and underwriting, mergers and acquisitions,...

  • Senior Investment Officer

    6 days ago

    Hong Kong Island, Hong Kong SAR China Emperor Investment (Management) Limited Full time

    Senior Investment Officer (Property Development) Conduct market analysis, financial modeling, and feasibility studies for various property types across multiple regions, including Hong Kong, Macau, Mainland China, and overseas. Support valuation exercises, due diligence processes, and compliance reviews. Monitor portfolio performance, particularly in...