# Senior Investment Counselor (Private Banking) - Hang Seng Bank (HK)

**Company**: HK Business
**Location**: Central, Hong Kong Island
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612312858?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_bcded8de-ea0

## Description

We are seeking a high-caliber professional to join our Private Banking team as a Senior Investment Counselor, reporting to the Head of Investment Advisory.

As a Senior Investment Counselor, you will focus on building close relationships with our high-net-worth customers, providing professional advice and premium service to them, and contributing to the profitability of the Bank.

Key responsibilities:

- Provide timely, all-rounded wealth advisory services to Private Banking and Trust Services clients

- Work closely with various product owners to get hold of the most updated and relevant wealth management solutions

- Provide topical market and strategy updates to sales teams on a regular basis

- Raise awareness of the latest regulatory or Group compliance requirements to frontline sales staff for their professional development

- Proactively communicate sales propositions and investment opportunities

Requirements:

- University degree with passes in the Hong Kong Securities Institute Licensing Examinations OR professional qualifications such as CFA, CFP or CFMP preferred

- Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance

- Minimum of ten years' experience in selling investment and banking products

- 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

## Skills

### Required
- Hong Kong Securities Institute Licensing Examinations
- CFA
- CFP
- CFMP
- Securities and Futures Ordinance
- English
- Chinese
- Putonghua

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612312858?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)