Executive Investment Product Expert

Executive Investment Product Expert - Hang Seng Bank


Hong Kong

29 January, 2021



Monthly Salary

HKD 20,000 - 35,000

Career Level

Entry level

Years Experience


Employment Type



Principal responsibilities · 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 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 Qualifications Requirements · University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP 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 · Minimum 5 years’ relevant experience in retail banking, 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

About the Company

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.

Reward Condition
Referrer Reward
HKD 1,500
Candidate Reward
HKD 1,500
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