Senior Financial Consultant

7 days ago


Hong Kong Island, Hong Kong SAR China HK Job Consulting Full time

Hong Kong, a major financial hub, is home to numerous reputable banks. One such bank is seeking an experienced Senior Financial Consultant to join its Private Banking team.

This consultant will be responsible for developing and executing business plans to enhance client acquisition, encourage business referrals, and build a robust portfolio of new clients.

Key Responsibilities
  • Business Planning: Formulate and implement strategic business plans to drive growth and profitability.
  • Client Relationship Building: Oversee a client base of high-net-worth individuals, focusing on business penetration and portfolio growth.
  • Collaboration: Work closely with investment consultants and other business partners to deliver tailored products and services.
  • Compliance Adherence: Ensure all activities comply with company policies and local regulatory standards.
Requirements
  • Educational Background: University graduate with additional professional qualifications in Finance or Investment preferred.
  • Experience: Minimum of 3 years of solid experience serving private banking clients.
  • Skill Set: Strong negotiation, credit, communication, organizational, analytical, customer service, and problem-solving skills.
  • Sales Proficiency: Demonstrated consultative selling abilities, along with robust business development and prospecting skills.
  • Networking Ability: Strong aptitude for proactive networking and building long-term partnerships.
  • Adaptability: Agile and flexible in adapting to changing environments.
  • Industry Knowledge: In-depth understanding of investment products, financial industry trends, and the ability to articulate business offerings effectively.
  • Compliance Management: Capability to manage a client book in a compliant manner.
  • Language Proficiency: Proficient in both verbal and written English and Chinese.


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