Executive Investment Consultant

1 month ago


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

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 high-calibre talent to join our dynamic team, offering a stimulating work environment, good career development opportunities, and competitive compensation packages.

Role Overview

We are currently seeking a high-calibre professional to join our Wealth Sales Distribution team as an Executive Investment Consultant. In this role, you will conduct customer portfolio analysis to identify cross-selling investment products opportunities, leverage wealth management solutions to achieve high-net-worth customers' financial goals, and facilitate strategy to uplift sales productivity and expand investment sales business of the HNW segment.

Key Responsibilities
  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • Leverage on wealth management solutions such as bonds, structured products, and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
  • Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
  • Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on investment 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

To be successful in this role, you will need to have a university degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP, or CFMP an advantage. You will also need to 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. A minimum of 5 years' relevant experience in retail banking, with strong knowledge of investment products, is also required. Additionally, you will need to have excellent interpersonal and communications skills, sound investment consultation and presentation skills, and proficiency in both English and Chinese. A customer-centric mindset and the ability to manage complex interactions effectively are also essential.

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