Assistant Investment Consulting Manager, Commercial Banking - Hang Seng Bank (HK)

Job 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 Consulting 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 Consulting 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

Desired profile

Qualifications :

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
·  Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes