Elite Private Wealth Advisor II

HSBC Holdings plc; Hong Kong; On-site; HKD 446,000 - 781,000; Full time

Job summary

Hang Seng Bank Limited is seeking a Private Wealth Advisor II to build relationships with high-net-worth clients, provide expert insurance advisory services, and drive premium private banking solutions. You will collaborate with frontline staff to deliver tailored portfolios, ensure regulatory compliance, and contribute to business profitability.

The role requires deep product knowledge, strong sales and communication skills, and the ability to work under pressure in a dynamic bank environment.

Qualifications

• University graduate
• Passes in the Insurance Intermediaries Qualifying Examinations
• Proven insurance sales experience, preferably with high-net-worth clients
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in English and Chinese, Putonghua an advantage
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

Responsibilities

• Formulate and implement insurance-related sales and marketing plans to achieve Private Bank AOP targets
• Support frontline staff with pre-sales insurance portfolio consultation and post-sales review
• Contribute to growth of high-net-worth clients by providing premium private banking services
• Train frontline staff on insurance market information, product knowledge and review skills
• Provide ongoing education on regulatory requirements and compliance for selling insurance products

Skills

Sales

Customer orientation

Communication skills

Interpersonal skills

English and Chinese

Self-motivation

Pressure handling

HKIB/CB/ECF advantage

Education

University degree

Job description

Hang Seng Bank Limited is seeking a Private Wealth Advisor II to build relationships with high-net-worth clients, provide expert insurance advisory services, and drive premium private banking solutions. You will collaborate with frontline staff to deliver tailored portfolios, ensure regulatory compliance, and contribute to business profitability.

The role requires deep product knowledge, strong sales and communication skills, and the ability to work under pressure in a dynamic bank environment.