Senior Investment Consultant (Cross-boundary)

Banking / Finance • Full Time • Central And Western District, Hong Kong, HK • 23h ago

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 around 260 branches and automated banking centres, including around 50 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.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are seeking qualified individuals to join our Wealth Sales Distribution as Senior Investment Consultant (Cross-boundary).

Principal responsibilities

Conduct mainlander and offshore customer portfolio analysis to identify cross-selling investment products opportunities
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 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
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be 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
Proven experience in retail banking, with strong 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 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

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

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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.

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