Senior Financial Consultant
HSBC Group
Hong Kong, China
28天前

Description

A Career with Hang Seng Bank

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.

Senior Financial Consultant, High-Net-Worth Solutions

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our department as Senior Financial Consultant .

Principal Responsibilities

  • Identify customers’ financial planning needs; offer professional financial advice and introduce insurance solutions to achieve goals in different life stages
  • Provide wealth management and portfolio advice in retirement planning, legacy planning and risk management (protection) planning
  • Good market sense with strong understanding on the financial industry
  • Sound knowledge in life insurance proposition concept and product knowledge
  • Requirements

  • University degree in Business, Finance or related discipline
  • Minimum 8 years or above working experience in financial planning or related business industries
  • Experience in Private Banking, PRC exposure, law or trust background preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations
  • Professional qualification in financial planning will be an advantage; such as CFMPTM, CFPCM, FLMI, CFA
  • Mature, creative and dynamic individual with excellent communication and presentational skills
  • Proficiency in Chinese and English is required
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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