Job ref no.: CT3117899-01#0191
Hang Seng Bank

Senior Investment Product Specialist

Hang Seng Bank

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our   one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 170 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking high caliber professionals to join our Wealth Sales Distribution as Senior Investment Product Specialist.

 

Principal responsibilities

  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • 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

 

Requirements

  • University degree in Business Administration or other relevant qualification
  • 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
  • Minimum 3 years’ relevant experience in retail banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

 

(Candidates with more experience will be considered for the position of Assistant Manager, Investment Product Specialist; for candidates with solid exposure to Mainland market segment, we may consider to post them to Cross Border Banking Services Team)

 

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. CT3117899-01#0191
Salary
  • N/A
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 3 years - 20 years or above
Career Level
  • Middle management level
Education
  • Degree