Expert Wealth Strategist

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
About Our Team

Hang Seng Bank is committed to delivering exceptional service and fostering a dynamic work environment that empowers our professionals to excel.

Job Overview

We are seeking an experienced Expert Wealth Strategist to join our Prestige Client Relations team, focusing on high-net-worth individuals and providing personalized wealth management services.

Key Responsibilities
  • Develop and maintain strong relationships with clients, offering tailored financial planning and wealth management strategies.
  • Work closely with the team head to drive business growth and optimize new opportunities.
  • Assist in coaching and mentoring junior Relationship Managers to enhance their skills and knowledge.
  • Ensure compliance with regulatory requirements and internal policies.
Requirements
  • University degree in a related field or professional qualifications such as CFA, CFP, or CFMP.
  • Passes in Insurance Intermediaries Qualifying Examinations or Hong Kong Securities Institute Licensing Examinations.
  • Fulfillment of competency requirements for regulated activities under the Securities and Futures Ordinance.
  • A minimum of five years' experience in selling investment, insurance, and banking products.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • High level of self-motivation and ability to work under pressure.
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage.
About Hang Seng

Hang Seng Bank is a leading bank in Hong Kong, committed to serving over half of the adult population through our extensive network of branches and automated banking centers. We offer a comprehensive range of personal banking and wealth management services to meet the diverse needs of our customers.

Estimated Salary Range: HK$800,000 - HK$1,200,000 per annum

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