Job ref no.: CT3130240-01#0005
Hang Seng Bank

Investment Sales Manager

Hang Seng Bank

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.  

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.  As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Investment Sales Manager.

Principal responsibilities

  • Provide investment advisory services to selected corporate clients as well as delivering a total investment solution with high level of service quality to anchor the relationship base and build loyalty with our customers
  • Achieve assigned income target to contribute to the team performance
  • Work closely with relationship managers to identify customer needs and promote investment services such as fixed income, equity, forex and structured products to suitable customers

Requirements:

  • University degree in Business Administration, Finance or related disciplines
  • Qualification of  CFP or CFA preferred
  • Minimum of 5 years’ experience in investment sales 
  • Strong self-motivation with good communication, interpersonal and analytical skills 
  • Proficiency in both English and Chinese, fluency in Putonghua is an advantage
  • Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

(Candidates with less experience will be considered for the position of Assistant Investment Sales Manager.)

 

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

More job information
Job ref no. CT3130240-01#0005
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years - 20 years or above
Career Level
  • Middle management level
Education
  • Degree