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If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

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 seeking qualified individuals to join our Wealth Sales Distribution as ExecutiveInvestment Consultant.

Principal responsibilities

Conduct customer portfolio analysis to identify cross-selling investment products opportunitiesLeverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetiteFacilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segmentAchieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactivelyMaintain a high standard of customer service and react positively to customer requestsSupport branch sales by sharing sales tactics and providing briefing sessions on investment productsConduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff