Senior Investment Product Specialist

Full-time
Intermediate (3-6 years)

Technical Skills

  • Compliance
  • Customer Service
  • Futures
  • FX
  • Portfolio Analysis
  • Sales
  • Structured Products

Job Description

Senior Investment Product Specialist


Senior Investment Product Specialist

Retail Distribution - Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our department as Senior Investment Product Specialist.

Principal responsibilities:
  • Conduct customer portfolio analysis to identify cross-selling investment products opportunities
  • Implement and participate in promotion programs to acquire new and retain existing investment business
  • Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
  • Maintain a high standard of customer service and react positively to customer requests
  • Support branch sales by sharing sales tactics and providing briefing sessions on investment products
  • Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
Requirements:
  • University degree in Business Administration or other relevant qualification
  • Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum 3 years' relevant experience in retail banking, with good knowledge of investment products
  • Good customer service orientation, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English, Cantonese and Putonghua
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
(For candidates with solid exposure to Mainland market segment, we may consider to post them to Cross Border Banking Services Team.)
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Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)