Senior Investment Consultant
3 weeks ago
Hang 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 to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.
Role Overview
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives cater to both affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Key Responsibilities
- Conduct in-depth customer portfolio analysis to identify cross-selling investment products opportunities
- Implement and participate in promotion programs to acquire new and retain existing investment business
- Achieve sales targets by collaborating with Customer Relationship Managers to conduct pre-case studies, share sales tactics on FX and structured products, and carry out joint-call activities proactively
- Maintain a high standard of customer service and react positively to customer requests
- Support branch sales by sharing sales tactics and providing briefing sessions on investment products
- Conduct tele-prospecting to explore new business opportunities and provide follow-through services to customers, update compliance requirements, and provide market updates to sales staff
Requirements
- University degree in Business Administration or other relevant qualification
- Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
- Minimum 3 years' relevant experience in retail banking, with good knowledge of investment products
- Good customer service orientation, interpersonal, and communication skills
- Strong self-motivation and ability to work independently
- Proficiency in both English and Chinese
- Customer-centric mindset and ability to manage complex interactions effectively
- Shown strong situation awareness, strong desire to learn, and able to work in an Agile environment
- Advocate of openness, able to create a cohesive teamwork, and inspire others
- High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers
Why Join Us
If you are a motivated and customer-focused professional looking for a challenging role in a dynamic environment, we encourage you to explore this opportunity further. For more information about Hang Seng Hong Kong, please visit our website.
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