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.
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
Manager, Investment Consulting Principal responsibilities - Provide investment advisory services to selected corporate clients as well as delivering a total investment solution with high level of service quality to anchor the relationship base and build loyalty with our customers
- Achieve assigned income target to contribute to the team performance
- Work closely with relationship managers to identify customer needs and promote investment services such as fixed income, equity, forex and structured products to suitable customers
Requirements - University degree in Business Administration, Finance or related disciplines
- Qualification of CFA, CAIA or CFP preferred
- Minimum of 5 years' experience in investment sales and familiar with providing trading idea
- Knowledge and experience in handling corporate actions of offshore bond is definitely a plus
- Experience in organizing investment seminars for clients is an advantage
- Strong self-motivation with good communication, interpersonal, analytical and multitasking 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
- Proficiency in using Bloomberg Terminal for data gathering and charting
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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