FX Specialist

1 week ago

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

Hang Seng Bank is seeking a high-calibre FX Specialist to join our Retail Distribution team. As a key member of our team, you will be responsible for providing expert advice and guidance to clients on currency-related products and services.

Key Responsibilities
  • Act as a technical expert in currency-related products and services, providing expert advice and guidance to clients.
  • Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
  • Collaborate with colleagues to identify business opportunities and develop strategies to drive growth.
  • Stay up-to-date with market trends and developments, providing insights and recommendations to clients and colleagues.
  • Ensure compliance with regulatory requirements and internal policies and procedures.
Requirements
  • University degree in Business Administration or related discipline.
  • Professional qualification such as CFA, CFP or CFMP an advantage.
  • Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators.
  • Evidence of strong sales results in spot FX and FX option products.
  • Relationship management experience with high net worth clients.
  • Minimum 2 years' relevant experience in retail banking, with strong knowledge of investment products.
  • Independent, self-directed, and not afraid to make decisions to develop, execute and deliver on an assigned strategy.
  • Passion for phone sales is a must, excellent interpersonal skills and communications skills.
  • Proficiency in English, Cantonese and Putonghua.
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.

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