Prestige Private Investment Consultant

Retail 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 254 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 seeking qualified individuals to join our Wealth Sales Distribution as Prestige Private Investment Consultant.

Principal responsibilities

• Conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
• Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
• Achieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment 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 related disciplines, with professional qualifications 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.
• 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
• Proven experience in retail banking and minimum 1 years’ experience in the role of Investment Consultant with strong knowledge of investment products
• Excellent interpersonal and communications skills
• Sound investment consultation and presentation skills
• Proficiency in both English and Chinese
• Customer centric mindset and able to manage complex interaction effectively
• Shown strong situation awareness, strong desire to learn and able to work in Agile environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.