Investment Portfolio Strategist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

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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