Central, Hong Kong Island, Hong Kong
33 days ago
Investment Counselor - Private Banking and Trust Services - 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.


Private Banking and Trust Services - Private Banking Department

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 department asInvestment Counselor.

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

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.


Private Banking and Trust Services - Private Banking Department

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 department asInvestment Counselor.

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 opportunitiesUniversity degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferredFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceMinimum of ten years' experience in selling investment and banking productsStrong sales and customer orientation, with good communication and interpersonal skillsStrong self-motivation and ability to work under pressureProficiency in both English and Chinese, with proficiency in Putonghua an advantageHigh level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Visit Hang Seng Career Pageand sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

#LI-HASE

University degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferredFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceMinimum of ten years' experience in selling investment and banking productsStrong sales and customer orientation, with good communication and interpersonal skillsStrong self-motivation and ability to work under pressureProficiency in both English and Chinese, with proficiency in Putonghua an advantageHigh level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Visit Hang Seng Career Pageand sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

#LI-HASE

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