Investment Portfolio Strategist
4 days ago
Company Overview
Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction. We strive to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.
Job Description
We are currently seeking a high-caliber professional to join our Wealth Sales Distribution team as Senior Investment Consultant. The successful candidate will be responsible for conducting customer portfolio analysis, identifying cross-selling investment products opportunities, and implementing promotion programs to acquire new and retain existing investment business.
Key Responsibilities
- Conduct thorough customer portfolio analysis to identify potential investment opportunities
- Develop and implement effective sales strategies to promote Hang Seng's investment products
- Collaborate with Customer Relationship Managers to achieve sales targets and provide exceptional customer service
- Maintain up-to-date knowledge of market trends and regulatory requirements to provide informed advice to customers
- Support branch sales teams by sharing best practices and providing training on investment products
Requirements
To succeed in this role, you will need:
- A university degree in Business Administration or a related field
- Pass the Hong Kong Securities Institute Licensing Examination and IIQE, and meet the competency requirements for regulated activities
- A minimum of 3 years' relevant experience in retail banking, with a good understanding of investment products
- Excellent customer service skills, with the ability to build strong relationships with clients
- Strong self-motivation, with the ability to work independently and as part of a team
- Proficiency in both English and Chinese
Benefits
We offer a comprehensive benefits package, including competitive salary, bonus, and benefits. Our employees enjoy a dynamic working environment, good career development opportunities, and a range of employee engagement activities.
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