Financial Markets Specialist

3 weeks ago


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

About Hang Seng Bank

Hang Seng Bank is committed to delivering exceptional service and providing best-in-class products and services to our customers. We are seeking high-calibre professionals to join our team as FX Specialist.

Key Responsibilities

  • Act as a technical expert in one or several product categories, such as Structured Products, FX, Investment, Trusts, Estate planning, Retirement, Protection, Mortgage, etc.
  • Add value to clients with complex needs, top-tier and mid-tier Premier clients.
  • Assist PRMs in understanding clients better, meet clients together with PRMs when required, make suitable recommendations, and help clients understand the value and risks of solutions available to them.
  • Follow the needs-based sales process, give clients a meaningful and consistent wealth experience, and ultimately provide an outstanding client experience.
  • Support PRMs to gain more client trust and commitment in broadening and deepening their relationship with HSB.
  • Conduct product training, to support and deliver new product launches, and lead client education events, to help clients gain better knowledge of financial markets and financial solutions.

Requirements

  • University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP, or CFMP an advantage.
  • Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE, and fulfill the competency requirements to carry out regulated activities as defined by the Regulators.
  • Evidence of strong sales results in spot FX and FX option products.
  • Relationship management experience with high net worth clients.
  • Minimum 2 years' relevant experience in retail banking, with strong knowledge of investment products.
  • Independent, self-directed, and not afraid to make decisions to develop, execute, and deliver on an assigned strategy.
  • Passion for phone sales is a must, excellent interpersonal skills, and communications skills.
  • Proficiency in English, Cantonese, and Putonghua.
  • Clear view on how to work with Compliance, Credit & Risk, and Internal Control to ensure a balanced risk operating environment.
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.

Candidates with less experience will be considered for junior roles. Visit and sign up with our website to receive the latest information about our career opportunities in Hang Seng Hong Kong.



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