FX Specialist

Hang Seng Bank

Principal responsibilities

  • Acting as a technical expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc
  • Adding value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients
  • Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
  • Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
  • Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HASE
  • Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

Requirements

  • University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
  • Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators.
  • Evidence of strong sales results in spot FX and FX option products
  • Relationship management experience with high net worth clients
  • Proven experience in retail banking, with strong knowledge of investment products 
  • Independent, self-directed, and not afraid to make decisions to develop, execute and deliver on an assigned strategy
  • Passion for phone sales is a must, excellent interpersonal skills and communications skills
  • Proficiency in English, Cantonese and Putonghua
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 零售銀行服務
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 旺角
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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