High Net Worth FX Specialist
1 month ago
Hang Seng Bank Limited is committed to service excellence, with a strong focus on customer satisfaction and employee development.
Job DescriptionWe are currently seeking a skilled Executive FX Specialist to join our Retail Distribution team. This role will involve acting as a technical expert in one or several product categories, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc.
The successful candidate will have strong knowledge of investment products and be able to assist PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them.
This is an excellent opportunity for a talented individual to develop their skills and expertise in a dynamic working environment.
Key Responsibilities- Acting as a technical expert in one or several product categories
- Assisting PRMs in understanding clients better
- Making suitable recommendations to clients
- Supporting PRMs to gain more client trust and commitment
- Conducting product training and leading client education events
- University degree in Business Administration or related disciplines
- Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE
- Evidence of strong sales results in spot FX and FX option products
- Relationship management experience with high net worth clients
- Minimum 4 years' relevant experience in retail banking
- Strong knowledge of investment products
- Independent, self-directed, and not afraid to make decisions
- Passion for phone sales and excellent interpersonal skills
- Proficiency in English, Cantonese and Putonghua
- Clear view on how to work with Compliance, Credit & Risk and Internal Control
$65,000 - $100,000 per annum
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