Investment Specialist
4 weeks ago
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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