Senior Investment Counselor (Private Banking) - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 10+ yearsEducation: certificationSkills: ["Customer orientation","Communication","Interpersonal skills","Self-motivation","Work under pressure","Customer centricity"]

Deliver timely wealth advisory for Private Banking and Trust Services clients, supporting frontline teams to meet and exceed business targets. Build close relationships with high-net-worth customers, provide topical market and strategy updates, and stay current with regulatory and Group compliance requirements. Coordinate with product owners to offer updated wealth management solutions, and proactively communicate investment opportunities and sales propositions to drive profitability.

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FursaFursa
HSBC
HSBC
14 hours ago

Senior Investment Counselor (Private Banking) - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Deliver timely wealth advisory for Private Banking and Trust Services clients, supporting frontline teams to meet and exceed business targets. Build close relationships with high-net-worth customers, provide topical market and strategy updates, and stay current with regulatory and Group compliance requirements. Coordinate with product owners to offer updated wealth management solutions, and proactively communicate investment opportunities and sales propositions to drive profitability.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide timely, all-rounded wealth advisory services to Private Banking and Trust Services clients to support frontline targets.
  • •Build close relationships with high-net-worth customers and deliver premium wealth management advice.
  • •Work with product owners to obtain updated, relevant wealth management solutions.
  • •Provide regular topical market and strategy updates to sales teams.
  • •Proactively communicate sales propositions and investment opportunities while raising awareness of regulatory/Group compliance requirements.

Key Requirements

  • •University degree with passes in the Hong Kong Securities Institute Licensing Examinations, or professional qualifications such as CFA, CFP, or CFMP (preferred).
  • •Fulfilment of competency requirements to carry out relevant regulated activities under the Securities and Futures Ordinance.
  • •Minimum ten years’ experience in selling investment and banking products.
  • •Strong sales and customer orientation with good communication and interpersonal skills.
  • •Proficiency in both English and Chinese (Putonghua proficiency advantageous).
Experience:10+ yearsPrivate bankingWealth managementTrust servicesBanking products
Education:Certification / Diploma in Hong Kong Securities Institute Licensing Examinations
Skills:Customer orientationCommunicationInterpersonal skillsSelf-motivationWork under pressureCustomer centricity
Certifications:CFACFPCFMP
Languages:EnglishChinesePutonghua

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