Strategic FX Expert
1 month ago
About Hang Seng Bank
">Hang Seng Bank is committed to delivering exceptional service excellence. Our employees are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services.
We strive to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Retail Distribution - Wealth Sales Distribution
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.
We have over 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, serving over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shown in a job posting does not refer to work location; branch placement is subject to the final decision by RSS Management.
We are currently seeking high-calibre professionals to join our department as FX Specialists.
Key Responsibilities
- Acting as a technical expert in one or several product categories, relevant to market needs, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc.
- Adding value to clients with complex needs, top-tier and mid-tier Premier clients.
- Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of available solutions.
- FOLLOWING A NEEDS-BASED SALES PROCESS, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience.
- Supporting PRMs to gain client trust and commitment in broadening and deepening their relationship with HASE.
- Conducting product training, to support and deliver new product launches and leading client education events, to help clients gain better knowledge of financial markets and financial solutions.
Requirements
- University degree in Business Administration or related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage.
- Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill competency requirements to carry out regulated activities as defined by 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 COMMUNICATION 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.
Candidates with less experience will be considered for junior roles.
The estimated salary range for this position is HK$40,000-HK$80,000 per month, depending on experience and qualifications. Visit our website to receive the latest information about our career opportunities in Hang Seng Hong Kong.
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