Senior Investment Consultant (Cross-boundary) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Communication","Interpersonal","Customer service","Self-motivation","Independence"]

Senior Investment Consultant in Retail Distribution for wealth sales, focusing on cross-boundary opportunities. You’ll analyze mainlander and offshore portfolios, promote investment products, collaborate with Relationship Managers to hit sales targets, maintain high customer service standards, and support branch teams with market updates and briefings in English and Chinese.

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FursaFursa
HSBC
HSBC
6 months ago

Senior Investment Consultant (Cross-boundary) (Mongkok, Kowloon, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Senior Investment Consultant in Retail Distribution for wealth sales, focusing on cross-boundary opportunities. You’ll analyze mainlander and offshore portfolios, promote investment products, collaborate with Relationship Managers to hit sales targets, maintain high customer service standards, and support branch teams with market updates and briefings in English and Chinese.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Manager level

Key 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

Key Requirements

  • •University degree in Business Administration or related disciplines
  • •Pass the HK Securities Institute Licensing Examination and IIQE and fulfill competency requirements to carry out regulated activities
  • •Proven experience in retail banking with strong knowledge of investment products
  • •Good customer service orientation, interpersonal and communication skills
  • •Proficiency in both English and Chinese
Experience:BankingWealth managementRetail banking
Education:Bachelor's in Business Administration
Skills:CommunicationInterpersonalCustomer serviceSelf-motivationIndependence
Licenses:IIQEHKIBECFCB
Certifications:HKIBECFCBIIQE
Languages:EnglishChinese

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn