Prestige Private Investment Consultant

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Investment Consultant .

Principal responsibilities

• Conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
• Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
• Achieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
• Maintain a high standard 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, update compliance requirements and provide market updates to sales staff
•  

Requirements

• University degree in Business Administration or other 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 the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Minimum 7 years’ relevant experience in retail banking and minimum 1 years’ experience in the role of Investment Consultant with strong knowledge of investment products
• Excellent interpersonal and communications skills
• Sound investment consultation and presentation skills
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong. All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.