Senior Investment Consultant: Wealth Manager

5 days ago


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

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.



  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job DescriptionBNP Paribas Wealth Management is seeking a Senior Investment Counselor to provide holistic investment advice to clients. The ideal candidate will have at least 10 years of experience in portfolio management and a strong understanding of financial markets.Key ResponsibilitiesProvide investment advice to clients based on their risk profile and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    At Bank Of China (Hong Kong) Limited, we are seeking a highly skilled and experienced Senior Investment Support Professional to join our team in Private Wealth Management. About the RoleThis is an exciting opportunity for a motivated individual to work closely with our investment consultants and provide comprehensive support in analyzing market trends,...


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

    Unlock Your Potential as a Senior Investment ConsultantAt Hang Seng Bank Limited, we are committed to delivering exceptional service excellence and providing our customers with the best-in-class products and services. As a Senior Investment Consultant, you will play a vital role in our efforts to continually enhance our performance and provide personalized...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

    Gentleman Capital Limited seeks a Senior Wealth Management Specialist to join our team in Hong Kong. As an Investment Consultant, you will be responsible for providing comprehensive investment services to our high-net-worth clients.Job DescriptionYou will analyze client portfolios and provide tailored investment recommendations based on their risk tolerance...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    CICC Wealth Management OpportunityAt CICC, we are seeking an experienced Wealth Management Consultant to join our team. This is a unique opportunity to develop business relationships with high-net-worth individuals, their families, and corporates.About the RoleThe successful candidate will be responsible for understanding client needs and requirements,...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job SummaryWe are seeking a skilled Senior Relationship Manager, Wealth Management to join our team at BNP Paribas Wealth Management. The successful candidate will be responsible for identifying, originating, developing, and maintaining high-value client relationships in an advisory capacity.Key ResponsibilitiesContribute to the team's performance, achieving...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential in Wealth ManagementHSBC is seeking a high-calibre professional to join our Wealth and Personal Banking team as a Wealth Investment Product Expert.As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers in exploring...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job Title: Wealth Investment Product ExpertAbout the Role:We are seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. As a subject matter expert on Wealth Investment Solutions, you will provide market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meetings with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Responsibilities:Key ResponsibilitiesSupport investment consultants in analyzing market trends and preparing investment proposals.Execute orders across various asset classes, including foreign exchange, bonds, equities, exchange-traded notes, mutual funds, and alternative investments.Provide comprehensive support to investment consultants, ensuring seamless...


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

    Job OpportunityHang Seng Bank Limited is committed to excellence in service. Our people are our most valuable asset, and we strive to enhance our performance for customers by providing best-in-class products and services. We seek high-calibre talent to join our dynamic team, offering a stimulating work environment, good career development opportunities, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementBNP Paribas Wealth Management is a leading international financial institution with a presence in 14 markets across Asia Pacific. With over 15,000 employees, we provide a wide range of financial services to corporates, institutional, and private investors.Job PurposeThe Team Head, Relationship Management, Wealth Management...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job Description:We are seeking a highly motivated and experienced Senior Investment Consultant/Investment Consultant, Private Banking to join our team at Bank Of China (Hong Kong) Limited.About the Role:As a key member of our private banking team, you will be responsible for providing comprehensive investment advice to high net worth individuals and their...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential in Wealth InvestmentAt HSBC, we're committed to helping our customers achieve their financial goals. We're seeking a skilled Wealth Investment Product Expert to join our team in Hong Kong, Kowloon, or New Territories.Key ResponsibilitiesProvide technical coaching to develop staff teams to achieve business objectivesCollaborate with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Main ResponsibilitiesWe are seeking a Senior Wealth Management Executive to join our team at Bank Of China (Hong Kong) Limited. The successful candidate will be responsible for developing and executing an individual business plan to achieve client acquisition, business referral, and establishing a book of new business.Key responsibilities include managing a...


  • Hong Kong, Central and Western District, Hong Kong SAR China King Deux Search & Consulting Full time

    At King Deux Search & Consulting, we specialise in delivering bespoke talent solutions across the financial services and commerce sectors.We pride ourselves on not only finding suitable opportunities for our candidates but also leaving a lasting legacy that extends beyond the hiring process.About Your OpportunityWe are partnering with a pioneering private...


  • Hong Kong, Central and Western District, Hong Kong SAR China Frontier Financial Group Full time

    Key Responsibilities:Deliver premium wealth management services to high-net-worth clients under the Capital Investment Entrant Scheme.Drive business development and sales through extensive experience in financial and/or immigration consulting.Manage designated client portfolios and onboard new clients.Develop strong relationships with clients, understanding...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gentleman Capital Limited Full time

    Investment Consultant Job DescriptionGentleman Capital Limited is seeking a highly skilled Investment Consultant to join our team.Key Responsibilities:Investment Services: Provide comprehensive investment-related services to Account Managers and high-net-worth customers, covering the entire asset allocation process, including tailor-made investment proposal...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Key Responsibilities:As a Senior Investment Consultant at Bank Of China (Hong Kong) Limited, you will be responsible for providing comprehensive investment advice to key clients of private banking and customer relationship managers. This includes understanding customer's asset status, risk tolerance, investment orientation, and expected return rate to...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    HSBC offers a dynamic career opportunity as a Wealth Investment Product Specialist in Hong Kong. The role is ideal for professionals seeking to advance their careers in wealth management and investment product expertise.The successful candidate will be responsible for providing technical and skills coaching to staff teams to achieve business objectives,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job SummaryWe are seeking a highly skilled Senior Manager of Application Development for Wealth Management and Investment Products to join our team at Bank Of China (Hong Kong) Limited. The successful candidate will be responsible for leading the development and enhancement of business applications, working closely with users, vendors, and cross-functional...