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
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