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

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

Senior Investment Consultant in Hang Seng Bank’s Retail Distribution Wealth Sales segment. You will promote investment products, achieve sales targets through collaboration with Customer Relationship Managers, provide excellent customer service, support branch sales with product briefs, and conduct tele-prospecting to develop new opportunities while ensuring regulatory compliance and market updates for the sales team.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
6 months ago

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

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Senior Investment Consultant in Hang Seng Bank’s Retail Distribution Wealth Sales segment. You will promote investment products, achieve sales targets through collaboration with Customer Relationship Managers, provide excellent customer service, support branch sales with product briefs, and conduct tele-prospecting to develop new opportunities while ensuring regulatory compliance and market updates for the sales team.
Location: Hong Kong
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
  • •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
  • •Proficiency in both English and Chinese
  • •Proven experience in retail banking, with strong knowledge of investment products
  • •Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
Experience:BankingWealth management
Education:Bachelor's
Skills:InterpersonalCommunicationCustomer serviceSelf-motivationIndependent work
Certifications:HKIBECFCB
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