Private Wealth Advisor - Private Banking and Trust Services

Insurance • Full Time • Central And Western District, Hong Kong, HK • 6d ago

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Private Wealth Advisor, reporting to Head of Private Wealth Advisory.

Principal responsibilities:

Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
Train up and raise the professionalism of frontline staff in insurance/investment market information, product knowledge and portfolio review skills and technique.
Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance/investment products

Requirements

University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP
Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
Minimum of 6 years' experience in selling insurance, investment and banking products
Strong sales and customer orientation, with good communication and interpersonal skills
Strong self-motivation and ability to work under pressure
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.

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.

Similar Jobs

Wealth Coach

Insurance • Full Time • Central And Western District, Hong Kong, HK • 16h ago

Insurance Full Time

Retail Distribution - Wealth Sales Distribution Department Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both ou...

16h ago

Apply

Insurance Product Expert 財務策劃經理 - Wealth and Personal Banking

Insurance • Full Time • Central And Western District, Hong Kong, HK • 3d ago

Insurance Full Time

Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or si...

3d ago

Apply

Manager to SM, Investment & Insurance Compliance (Compliance and Legal...

Insurance • Full Time • Central And Western District, Hong Kong, HK • 3d ago

Insurance Full Time

Job Descriptions: Lead a Investment and Insurance Compliance team, as a partner to the business, supporting growth aspirations whilst retaining the appropriate compliance risk management discipline Manage the relationshi...

3d ago

Apply