Private Wealth Advisor, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Hang Seng's Private Banking provides services for high-net-worth clients with bespoke banking products ranging from tailored investment advice to holistic health and personal protection. Focus on building close relationships with high-net-worth customers and providing premium private banking services. A career with Hang Seng offers opportunities, support, and rewards.

Job Responsibility:

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.

Requirements:

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
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

Nice to have:

Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB)
Proficiency in Putonghua.

What we offer:

Dynamic working environment
Good career development opportunities
Competitive compensation packages.

Additional Information:

Job Posted:
August 23, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Private Wealth Advisor