Job ref no.: CT3120209-01#0069
Hang Seng Bank

Team Leader, Investment Product Expert

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 250 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 a high caliber professional to join our Wealth Sales Distribution as Team Leader, Investment Product Expert.

Principal responsibilities

  • Support the team manager in formulating and executing investment strategies along with the business mission
  • Explore new market potential to enhance the growth of investment business
  • Coach investment product specialists and enhance their professionalism to reach top-notched sales quality
  • Set performance targets/objectives and monitor the progress regularly
  • Conduct portfolio review and pre-case study with sales staff to increase business penetration of target customer segments
  • Identify training needs and provide guidance and mentor support to ensure the productivity and capability of team members are well managed
  • Keep abreast of group guidelines as well as regulatory requirements, and identify their impacts on sales activities


  • University degree in Business Administration or a related discipline
  • Around 8 years of retail banking sales experience in a supervisory role
  • Well versed in investment business with high level of momentum
  • Strong leadership and decision making abilities
  • Good interpersonal and communication skills
  • Good command of spoken and written English and Chinese
  • Passes in Hong Kong Securities Institute Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Attains relevant professional qualifications such as CFA/CFP/FRM an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

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. CT3120209-01#0069
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 8 years - 20 years or above
Career Level
  • Middle management level
  • Degree