Senior FX Business Development Specialist
1 month ago
In this dynamic role, you will be responsible for leveraging your expertise in foreign exchange to deliver exceptional wealth management solutions to high net worth clients.
Key Responsibilities- Technical Expertise: Act as a subject matter expert in foreign exchange and other relevant product categories, providing valuable insights to clients with complex needs.
- Client Value Proposition: Collaborate with PRMs to understand client requirements, develop tailored solutions, and provide education on market risks and opportunities.
- Sales Process: Follow a needs-based approach to deliver a meaningful wealth experience, ensuring clients receive outstanding service and support.
- Training and Development: Conduct product training and lead client education events to enhance knowledge of financial markets and products.
- Bachelor's degree in Business Administration or related field, with professional certifications like CFA, CFP, or CFMP preferred.
- Regulatory compliance: Pass the Hong Kong Securities Institute Licensing Examination and IIQE, meeting competency requirements for regulated activities.
- Demonstrated sales success in spot FX and FX options.
- Relationship management experience with high net worth clients.
- Minimum 4 years' experience in retail banking, with strong investment product knowledge.
- Independent decision-making, self-directed work style, and ability to execute strategies effectively.
- Passion for phone sales, excellent interpersonal and communication skills.
- Proficiency in English, Cantonese, and Putonghua.
- Familiarity with Compliance, Credit & Risk, and Internal Control frameworks to ensure balanced risk environments.
- Customer-centric mindset, dedicated to delivering exceptional quality services.
We offer a competitive salary range of $HKD600,000 - $HKD900,000 per annum, commensurate with experience, along with benefits including performance bonuses, medical insurance, and retirement plans.
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