Key Account Wealth Strategist

1 day ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Hang Seng Bank Limited: A Leader in Personal Wealth Management

In Hong Kong, where financial services are highly competitive, Hang Seng Bank Limited stands out as a leader in personal wealth management. We are seeking an experienced professional to join our team as a Key Account Wealth Strategist.

About the Role

We offer an attractive remuneration package with an estimated salary of HKD 500,000 - HKD 700,000 per annum, depending on experience and qualifications. Our comprehensive benefits include opportunities for career advancement, excellent compensation, and a dynamic working environment.

Job Description
  • Provide personalized financial planning services to high-net-worth, mainland Chinese, and offshore clients.
  • Promote investment, insurance, and banking products to optimize new business opportunities.
  • Manage operational risk while adhering to relevant policies, guidelines, and compliance requirements.
Requirements
  • University-level education is preferred, or equivalent work experience.
  • Passes in Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations.
  • Fulfillment of competency requirements for regulated activities under the Securities and Futures Ordinance.
  • Minimum two years' experience in selling investment, insurance, and banking products.
  • Experience handling offshore and mainland segment customers is advantageous.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • High proficiency in Mandarin is essential; good command of Cantonese and English is beneficial.
  • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred.


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