Senior Wealth Advisor, Private Banking

Hang Seng Bank Ltd; Hong Kong Island; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

Competitive compensation packages

Dynamic working environment

Career development opportunities

Job summary

Hang Seng Bank Limited's Private Banking division seeks a Senior Investment Counselor to provide professional wealth advisory services to high-net-worth clients and support frontline staff in achieving business targets.

The role involves close collaboration with product teams, delivering market insights, and ensuring regulatory compliance; requires a strong sales orientation and a passion for delivering exceptional client service.

Qualifications

• Minimum ten years' experience selling investment and banking products.
• University degree with passes in HKSI Licensing Examinations OR CFA/CFP/CFMP preferred.

Responsibilities

• Provide timely wealth advisory services to Private Banking and Trust Services clients to support frontline staff in achieving business targets.
• Collaborate with product owners to access updated wealth management solutions.
• Provide market and strategy updates to sales teams regularly.
• Inform frontline staff about regulatory or Group compliance requirements for professional development.
• Proactively communicate sales propositions and investment opportunities.

Skills

Investment advisory

Wealth management

Sales

Client relationship management

Regulatory awareness

Education

Bachelor's degree

HKSI Licensing Exams or CFA/CFP/CFMP preferred

Tools

CRM system

Wealth management platform

Job description

Hang Seng Bank Limited's Private Banking division seeks a Senior Investment Counselor to provide professional wealth advisory services to high-net-worth clients and support frontline staff in achieving business targets.

The role involves close collaboration with product teams, delivering market insights, and ensuring regulatory compliance; requires a strong sales orientation and a passion for delivering exceptional client service.