FX Specialist - Hang Seng Bank (HK)

Hang Seng Bank; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Job summary

Hang Seng Bank is looking for a skilled FX Specialist to enhance wealth management and financial services. Your role will involve acting as a technical expert, supporting client relationship management, and providing training on financial products. Ideal candidates should have a relevant degree, strong sales results in FX, and experience with high net worth clients in retail banking. Proficiency in English, Cantonese, and Putonghua is preferred, alongside excellent interpersonal skills.

Qualifications

• Degree with qualifications in related fields preferred.
• Strong sales results in financial products required.
• Experience with high net worth clients is a plus.

Responsibilities

• Act as a technical expert in FX related products.
• Support PRMs in client understanding and recommendations.
• Conduct product training and client education events.

Skills

Sales in spot FX and FX option products

Relationship management

Interpersonal skills

Communication skills

Customer centricity

Education

University degree in Business Administration or related disciplines

Professional qualification such as CFA, CFP or CFMP

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking a high caliber professional to join our team as FX Specialist.

Principal responsibilities

• Acting as a technical expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc
• Adding value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients
• Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
• Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
• Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HASE
• Conducting product training, to support and deliver new product launches and leading client education events, to help client gain better knowledge of financial markets and financial solutions

Requirements

• University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
• Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators.
• Evidence of strong sales results in spot FX and FX option products
• Relationship management experience with high net worth clients
• Proven experience experience in retail banking, with strong knowledge of investment products
• Independent, self-directed, and not afraid to make decisions to develop, execute and deliver on an assigned strategy
• Passion for phone sales is a must, excellent interpersonal skills and communications skills
• Proficiency in English, Cantonese and Putonghua
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 旺角

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士