Prestige Private Investment Consultant
1 month ago
At Hang Seng Bank Limited, we are committed to delivering exceptional service and providing our customers with the best-in-class products and services. We are seeking a highly skilled and experienced Prestige Private Investment Consultant to join our Wealth Sales Distribution team.
Key Responsibilities:
- Conduct thorough customer portfolio analysis to identify opportunities for cross-selling investment products
- Develop and implement strategies to enhance sales productivity and expand investment sales business in the high net worth segment
- Collaborate with Prestige Private CRM and other Customer Relationship Managers to achieve sales targets and provide exceptional customer service
- Stay up-to-date with market trends and provide expert advice to customers on investment products
- Support branch sales teams by sharing sales tactics and providing training on investment products
Requirements:
- University degree in Business Administration or related field, with professional qualifications such as CFA, CFP, or CFMP an advantage
- Pass the Hong Kong Securities Institute Licensing Examination and IIQE, and meet the competency requirements for regulated activities under the Securities and Futures Ordinance
- Minimum 7 years' experience in retail banking, with at least 1 year in the role of Investment Consultant, and strong knowledge of investment products
- Excellent interpersonal and communication skills, with the ability to manage complex customer interactions effectively
- Strong investment consultation and presentation skills, with proficiency in both English and Chinese
About Us:
Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service and providing our customers with the best-in-class products and services. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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