Investment Consultant, HSBC

HSBC

Location:
Hong Kong, Mongkok

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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 2 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 and Chinese
Customer centric mindset and ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Advocate of openness, able to create a cohesive teamwork and inspire others
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

What we offer:

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Additional Information:

Job Posted:
June 02, 2025

Expiration:
July 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Investment Consultant

HSBC

Location:Hong Kong, Mongkok

Category:Banking

Contract Type:Not provided