Assistant Investment Consultant Manager
HSBC Group
Hong Kong, China
16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.

Assistant Investment Consultant Manager

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-

sized businesses to publicly listed companies.

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-

Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-

made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Assistant Investment Consultant Manager .

Principal responsibilities

  • Interact with corporate wealth sales team to provide professional investment solutions to High-Net-Worth corporate clients
  • Summarize & analyze various investment and market information, with particular focus on fixed-income and equity
  • Assess the suitability of various investment products to support sales team to meet customer needs
  • Support sales team to achieve team target
  • Requirements

  • University degree in Business Administration, Finance or related disciplines
  • Qualification of CFP or CFA preferred
  • Minimum of 3 years’ experience in investment and treasury sales
  • Strong self-motivation with good communication, interpersonal and analytical skills
  • Proficiency in both English and Chinese, fluency in Putonghua is an advantage
  • Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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