HSBC

Senior Investment Counselor (Private Banking) - Hang Seng Bank (HK)

HSBC  •  Central, HK / Hong Kong Island, HK (Onsite)  •  2 hours ago
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Job Description

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

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 Senior Investment Counselor, reporting to Head of Investment Advisory.

RBW

Principal responsibilities:

  • Provide timely, all-rounded wealth advisory services to Private Banking and Trust Services clients that support frontline staff to achieve and exceed the assigned business targets
  • Work very closely with various product owners to get hold of the most updated and relevant wealth management solutions
  • Provide topical market and strategy updates to sales teams on a regular basis
  • Raise the awareness on the latest regulatory or Group compliance requirements to frontline sales staff for their professional development
  • Proactively communicate sales propositions and investment opportunities

Requirements:

  • University degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferred
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of ten years' experience in selling 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

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.

You’ll achieve more when you join Hang Seng Bank Limited.

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.

www.hangseng.com/careers

https://www.linkedin.com/company/hang-seng-bank

Issued by Hang Seng Bank Limited

HSBC

About HSBC

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HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.

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Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
London, GB
Year Founded
Unknown
Website
hsbc.com
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