- Conduct customer portfolio analysis to identify cross-selling investment productsopportunities
- Implement and participate in promotion programs to acquire new and retain existing investment business
- Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study,share sales tactics on FX and structured products and carry outjoint-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 relevant qualification
- 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 3 years' relevant experience in retail banking, with good knowledge of investment products
- Good customer service orientation, interpersonal and communication skills
- Strong self-motivation and ability to work independently
- Proficiency in both English and Chinese
- Customer centric mindset and ability to manage complex interactions effectively
- Shown strong situation awareness, strong desire to learn and able to work in Agile environment
- Advocate of openness, able to create a cohesive teamwork and inspire others
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers (Candidates with more experience will be considered for the position of Assistant Manager, Investment Product Specialist; for candidates with solid exposure to Mainland market segment, we may consider to post them to Cross Border Banking Services Team) If you would like to explore other opportunities at Hang Seng Hong Kong, please visit for details.
-
Gentleman Capital Limited Hong Kong, 香港 全职Responsibilities: · Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc · Consolidate client statements from various Private Banks, and compi ...
-
Marsh McLennan Companies Hong Kong, 香港 全职Description: · SUMMARY · We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services ...
-
Mercer Hong Kong, 香港 OTHERSUMMARY · We are currently seeking to add to our investment consulting team. Based in Hong Kong, this role will oversee client servicing from investment technical, analytical and operational aspects and provide investment advisory and investment solution services. · You will be r ...
-
ConnectedGroup Limited Hong Kong, 香港 全职About the Opportunity: · You will oversee the delivery of client work, lead client accounts and support business development activities. You will also be involved in large-scale projects on asset allocation, portfolio construction, investment solutions and governance frameworks f ...
-
The Bank of East Asia Hong Kong, 香港 全职Responsibilities · Provide professional support and coach branch marketing staff to meet their investment targets · Boost up investment sales, optimize sales capacity and effectiveness for retail investment business · Formulate and implement business strategies to support assign ...
-
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Provide investment views & conduct briefings on investment market trend and investment products features. · Deliver investment strategies to meet customer investment needs. · Support various kinds of investment sales activities & client meeting. · Provide coac ...
-
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 ...
-
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 ...
-
HSBC Hong Kong, 香港 Permanent - 全职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 ...
-
AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
-
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities Understand customer's asset status, risk tolerance, investment orientation and expected return rate to provide customers with comprehensive, holistic recommendations · Continue to provide professional and excellent investment advice to key clients of private ba ...
-
AIA International Limited. Hong Kong, 香港 全职FIND YOUR 'BETTER' AT AIA · We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us. · We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the ...
-
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 s ...
-
Northern Trust Hong Kong, 香港 全职About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most su ...
-
Marsh McLennan Companies Hong Kong, 香港 全职Description: · SUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager ...
-
Mercer Hong Kong, 香港 OTHERMercer Hong Kong's Wealth team is seeking candidates for the following position based in the Hong Kong office: · Senior Investment Consulting Analyst · What can you expect? · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional ...
-
Robert Walters Hong Kong Hong Kong, 香港 全职Job Responsibility · Lead client delivery with close management of team effort, focusing on high quality output and in a time efficient approach. · Attend to day-to-day enquiries from clients or internal counterparts in a responsive manner. · Contribute to research and intellectu ...
-
Mercer Hong Kong, 香港 OTHERSUMMARY · As investment consultants, we help clients (sponsors of pension funds, endowments and other institutional asset pools) to achieve their investment purposes by advising them on appropriate investment strategies and policies, assisting investment manager selection, and mo ...
-
Northern Trust Corporation Hong Kong, 香港 全职About Northern Trust: · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...
-
Bank Of China (Hong Kong) Limited Hong Kong, 香港 全职Responsibilities: Assist Investment consultant in analyzing market trend and preparing investment proposal · Handle order execution on all asset classes including FX, bond, equity, ELN, mutual funds and alternative investments · Provide comprehensive support to investment cons ...
Senior Investment Consultant - Hong Kong, 香港 - HSBC
描述
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 currently seeking high caliber professionals to join our Wealth Sales Distribution as Senior Investment Consultant
Principal responsibilities
