FX Specialist, Wealth Sales & Client Advisory

Hang Seng Bank

Hong Kong

On-site

HKD 480,000 - 800,000

Full time

8 days ago

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Hang Seng Bank is seeking an Executive FX Specialist to join Wealth Sales Distribution in Hong Kong. The role focuses on delivering sophisticated FX solutions and wealth products to Premier and high-net-worth clients, supporting PRMs and driving client engagement in a regulatory compliant manner.

The ideal candidate holds a Business Administration degree (or related) with qualifications such as CFA/CFP/CFMP an advantage, and has proven spot FX and FX option sales experience, with fluency in

Qualifications

University degree in Business Administration or related disciplines.
Regulatory Qualifications: HKSI licensing and IIQE.
Evidence of strong sales results in spot FX and FX options.
Relationship management experience with high-net-worth clients.
Fluent in English, Cantonese and Putonghua.

Responsibilities

Acting as a technical expert in FX and related product categories.
Adding value to clients with more complex needs and meeting clients with PRMs.
Assisting PRMs in understanding clients, making suitable recommendations and explaining risks.
Following the needs-based sales process to deliver a high-quality wealth experience.
Conducting product training and leading client education events.

Skills

FX sales

Wealth management

Relationship management

Regulatory compliance

Multilingual (English Cantonese Putong

Education

Bachelor's degree in Business Administration

CFA/CFP/CFMP (advantage)

Job description

The ideal candidate holds a Business Administration degree (or related) with qualifications such as CFA/CFP/CFMP an advantage, and has proven spot FX and FX option sales experience, with fluency in

Get your free, confidential resume review.

or drag and drop your file here.