Prestige Private Investment Consultant, HSBC

HSBC

Location:
Hong Kong, Mongkok

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. The role involves providing wealth management solutions to HNW customers, conducting customer portfolio analysis, and collaborating with Customer Relationship Managers to achieve sales targets. The candidate will also maintain high standards of customer service, share sales tactics, and support branch teams.

Job Responsibility:

Conduct customer portfolio analysis to identify cross-selling investment products opportunities
Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
Achieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment 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 related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage
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
Proven experience in retail banking and minimum 1 years’ experience in the role of Investment Consultant with strong knowledge of investment products
Excellent interpersonal and communications skills
Sound investment consultation and presentation skills
Proficiency in both English and Chinese
Customer centric mindset and able to manage complex interaction effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Nice to have:

Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage
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
Proven experience in retail banking and minimum 1 years’ experience in the role of Investment Consultant with strong knowledge of investment products

What we offer:

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Additional Information:

Job Posted:
August 04, 2025

Expiration:
September 03, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Prestige Private Investment Consultant