Financial Services Specialist
2 weeks ago
Enhance Your Career
Hang Seng seeks high-calibre professionals to join our Retail Distribution team as FX Specialists. Our team focuses on personal wealth management and financial services, with a dynamic working environment, good career development opportunities, and competitive compensation packages.
Key Responsibilities
- Act as a technical expert in financial services, including FX and other investment products.
- Add value to clients with complex needs, focusing on top-tier and mid-tier Premier clients.
- Assist PRMs in understanding client needs, meeting clients together with PRMs when required, and making suitable recommendations.
- Follow a needs-based sales process to provide a meaningful and consistent wealth experience for clients.
- Support PRMs in gaining client trust and commitment to broaden and deepen their relationship with Hang Seng.
Requirements
- University degree in Business Administration or related disciplines, with professional qualifications like CFA, CFP, or CFMP an advantage.
- Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE, and meet the competency requirements for regulated activities.
- 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.
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