Senior Investment Consultant: Wealth Manager
5 days ago
Hang Seng Bank Limited is committed to excellence in service and seeks high-caliber professionals to join its Retail Distribution team as Senior Investment Consultant.
Job Overview:
Our company focuses on personal wealth management and financial services, offering a dynamic working environment and opportunities for growth.
Key Responsibilities:
- Wealth portfolio analysis and cross-selling of investment products
- Promotion programs for new and existing business acquisition
- Sales target achievement through collaboration with Customer Relationship Managers
- Maintenance of high customer service standards and reactive responses to customer requests
- Support for branch sales teams
- Tele-prospecting for new business opportunities and provision of follow-up services
Requirements:
- University degree in Business Administration or relevant qualification
- Securities Institute Licensing Examination and IIQE certification
- At least 3 years' experience in retail banking with knowledge of investment products
- Strong customer service orientation and interpersonal skills
- Independence and self-motivation
- Bilingual proficiency (English and Chinese)
- Customer-centric mindset and effective interaction management
- Agile environment adaptability and teamwork skills
Estimated Salary Range: HKD 50,000 - HKD 80,000 per annum, depending on qualifications and experience. Hang Seng Bank offers competitive compensation packages and opportunities for career growth.
Benefits: Our company provides excellent benefits, including comprehensive training programs, performance bonuses, and employee recognition schemes. As a valued member of our team, you will enjoy a dynamic and supportive work environment.
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