Senior Wealth Management Advisor
1 day ago
Hang Seng Bank Limited is committed to service excellence. Our people are our most valuable asset, playing a vital role in enhancing performance for customers and providing best-in-class products and services. We aim to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.
About Hang Seng's Private Banking
Hang Seng's Private Banking provides bespoke services for individuals who have successfully built their wealth and seek expert guidance to nurture it. Our team offers professional wealth management advice at both a local and global scale, focusing on tailored investment advice, capital solutions, holistic health, and personal protection, as well as trustee services.
Key Responsibilities
This role involves providing timely, all-rounded wealth advisory services to support frontline staff in achieving assigned business targets. You will work closely with product owners to stay up-to-date on the latest wealth management solutions. Regular updates on market trends and strategies will be communicated to sales teams. Additionally, you will raise awareness of regulatory and compliance requirements among frontline staff for their professional development. Proactive communication of sales propositions and investment opportunities will also be a key responsibility.
Requirements
Candidates should hold a university degree with passes in the Hong Kong Securities Institute Licensing Examinations or possess relevant professional qualifications like CFA, CFP, or CFMP. Fulfillment of competency requirements for regulated activities under the Securities and Futures Ordinance is essential. A minimum of ten years' experience in selling investment and banking products is required. Strong sales and customer orientation, excellent communication and interpersonal skills, self-motivation, and ability to work under pressure are necessary. Proficiency in English and Chinese, with Putonghua being an advantage, is expected. High levels of customer-centricity and dedication to delivering exceptional quality services are also essential.
Salary Information
The estimated annual salary for this position is between HKD 600,000 and HKD 1,200,000, depending on qualifications and experience.
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