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

Hang Seng Bank Limited
Hong Kong, Hong Kong
Closing date
Mar 21, 2024

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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

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

Principal responsibilities:
  • Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
  • Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
  • Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
  • Train up and raise the professionalism of frontline staff in insurance/investment market information, product knowledge and portfolio review skills and technique.
  • Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance/investment products
  • 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 6 years' experience in selling insurance, 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.

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