Hong Kong
5 days ago
Investment Consultant - Hang Seng Bank (HK)

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

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 around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

We are currently seeking high caliber professionals to join our Wealth Sales Distribution asInvestment Consultant.

Principal responsibilities

Conduct customer portfolio analysis to identify cross-selling investment productsopportunitiesImplement and participate in promotion programs to acquire new and retain existing investment businessAchieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study,share sales tactics on FX and structured products and carry outjoint-call activities proactivelyMaintain a high standard of customer service and react positively to customer requestsSupport branch sales by sharing sales tactics and providing briefing sessions on investment productsConduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff

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