Private Wealth Advisor - Private Banking and Trust Services - Hang Seng Bank (HK)

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. 

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Private Wealth Advisor, reporting to Head of Private Wealth Advisory.
 

Principal responsibilities:

• Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
• Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
• Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
• Train up and raise the professionalism of frontline staff in insurance market information, product knowledge and portfolio review skills and technique.
• Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance/investment products

Requirements:

• University graduate
• Passes in the Insurance Intermediaries Qualifying Examinations
• Minimum of 6 years' experience in selling insurance, investment and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• 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.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.