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

Hang Seng Bank Limited
Hong Kong, Hong Kong
22 Jan 2023
10 Feb 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job description

Associate Private Wealth Advisor

Private Banking and Trust Services - Private Banking Department

We are currently seeking a high caliber professional to join our department as Associate Private Wealth Advisor

Principal responsibilities:
  • Primary point of contact of Sales and Client Servicing.
  • In coordination with the Senior Product Specialist when appropriate, deliver effective client communication on various products in the region.
  • Provide topical market and strategy updates to sales teams on a regular basis.
  • Proactively communicate sales propositions and investment opportunities
  • 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 five 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.
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.
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