Investment Specialist

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Career Opportunity: Executive Investment Consultant

At Hang Seng Bank Limited, we are committed to service excellence and seek high-calibre talent to join our Retail Distribution team. In this role, you will conduct customer portfolio analysis, identify cross-selling opportunities, and leverage wealth management solutions to achieve clients' financial goals.

Key Responsibilities:
  • Conduct customer portfolio analysis to identify opportunities for investment products
  • Leverage on wealth management solutions such as bonds, structured products and mutual funds to align customers' risk appetite with their financial goals
  • Collaborate with Customer Relationship Managers to implement strategies to uplift sales productivity and expand investment sales business
  • Achieve sales targets by conducting pre-case studies, sharing sales tactics, and carrying out joint-call activities
  • Maintain high standards of customer service and react positively to customer requests
  • Support branch sales by sharing sales tactics and providing briefing sessions on investment products
  • Conduct tele-prospecting to explore new business opportunities and provide follow-through services to customers


Requirements:
  • University degree in Business Administration or related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 5 years' relevant experience in retail banking, with strong knowledge of investment products
  • Excellent interpersonal and communication skills
  • Sound investment consultation and presentation skills
  • Proficiency in both English and Chinese
  • Customer-centric mindset and ability to manage complex interactions effectively
  • Strong situational awareness, desire to learn, and ability to work in an Agile environment


Why Join Us:

At Hang Seng Bank Limited, we offer a dynamic working environment, good career development opportunities, and competitive compensation packages. We seek professionals who share our values and are committed to delivering exceptional quality services to our customers.

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