Senior Investment Consultant - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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

Senior Investment Consultant in Hang Seng Bank’s Wealth Sales Distribution. You’ll implement promotional programs to acquire and retain investment business, collaborate with Customer Relationship Managers to hit sales targets, maintain high customer service standards, support branch sales with investment product briefs, and conduct tele-prospecting to uncover new opportunities while ensuring compliance and market updates.

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FursaFursa
HSBC
HSBC
6 months ago

Senior Investment Consultant - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Last checked: 12 minutes agoStatus: Live

Job Summary

Senior Investment Consultant in Hang Seng Bank’s Wealth Sales Distribution. You’ll implement promotional programs to acquire and retain investment business, collaborate with Customer Relationship Managers to hit sales targets, maintain high customer service standards, support branch sales with investment product briefs, and conduct tele-prospecting to uncover new opportunities while ensuring compliance and market updates.
Location: Anywhere
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •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

Key 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
Experience:Retail bankingWealth managementFinancial services
Education:Bachelor's in Business Administration
Skills:CommunicationInterpersonalCustomer serviceSelf-motivationTeamwork
Certifications:HKIB
Languages:EnglishChinese
Tech Stack:FXStructured products

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