Private Wealth Advisor II - Hang Seng (HK)

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

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.

Private Banking and Trust Services

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Private Wealth Advisor II.

Principal responsibilities

• Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
• Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
• Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
• Train up and raise the professionalism of frontline staff in insurance market information, product knowledge and portfolio review skills and technique.
• Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance products

Qualifications

• University graduate
• Passes in the Insurance Intermediaries Qualifying Examinations
• Proven insurance sales experience, preferably with substantial experience serving high-net-worth clients or working in private banking
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

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

You’ll achieve more when you join Hang Seng Bank Limited.

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.

www.hangseng.com/careers

https://www.linkedin.com/company/hang-seng-bank

Issued by Hang Seng Bank Limited