FX Specialist - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Interpersonal skills","Sales","Customer service"]

Join Hang Seng Bank as an FX Specialist in Retail Distribution and Wealth Sales Distribution, focusing on delivering wealth solutions to high-net-worth and Premier clients. You will act as a technical expert across product categories (FX, structured products, investments), train clients and staff, and support needs-based sales while ensuring risk controls and compliance in a regulated banking environment.

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FursaFursa
HSBC
HSBC
6 months ago

FX Specialist - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Last checked: 2 hours agoStatus: Live

Job Summary

Join Hang Seng Bank as an FX Specialist in Retail Distribution and Wealth Sales Distribution, focusing on delivering wealth solutions to high-net-worth and Premier clients. You will act as a technical expert across product categories (FX, structured products, investments), train clients and staff, and support needs-based sales while ensuring risk controls and compliance in a regulated banking environment.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Acting as a technical expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc
  • •Adding value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients
  • •Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
  • •Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
  • •Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

Key Requirements

  • •University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
  • •Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators.
  • •Evidence of strong sales results in spot FX and FX option products
  • •Relationship management experience with high net worth clients
  • •Proven experience experience in retail banking, with strong knowledge of investment products
Experience:BankingWealth managementFinancial servicesRetail banking
Education:Bachelor's
Skills:CommunicationInterpersonal skillsSalesCustomer service
Languages:EnglishCantonesePutonghua

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