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

Hang Seng Bank Limited
Hong Kong, Hong Kong
Closing date
Dec 12, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Job description

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

Principal responsibilities:
  • Oversee two teams of Private Wealth Advisors ("Teams")
  • Train up and raise the professionalism of the Teams.
  • Formulate marketing plans for the Teams in relation to wealth and legacy planning for HNW clients.
  • Provide support to each team member to achieve their individual goals and targets.
  • Obtain feedback from stakeholders and ensure quality service delivered
  • Provide or arrange ongoing education to the teams including but not limited to regulatory requirements and compliance measures relating to the selling of insurance/investment products
  • Enhance the knowledge of the Teams on other wealth and legacy planning tools and synergise with the existing private trust solutions
  • Assist the Head of Trust Services to formulate and implement on other marketing plans or any other ad hoc project as assigned from time to time
  • University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Minimum of 10 years' experience gained from financial services industry, and preferably, with 5 years gained from a team management role
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong leadership skills 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.

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