# 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_d5239854-ece

## Description

Join Hang Seng Bank Limited as a Senior Investment Counselor in the Private Banking team. You will focus on building close relationships with high-net-worth customers, providing professional advice and premium service, and contributing to the bank's profitability.

Responsibilities:

- Provide timely and comprehensive wealth advisory services to Private Banking and Trust Services clients

- Work closely with product owners to stay updated on wealth management solutions

- Provide market and strategy updates to sales teams

- Raise awareness on regulatory and compliance requirements

- Communicate sales propositions and investment opportunities

Requirements:

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

- Minimum 10 years' experience in selling investment and banking products

- Strong sales and customer orientation, with good communication and interpersonal skills

- Proficiency in English and Chinese, with Putonghua an advantage

- High level of customer-centricity mindset

## Skills

### Required
- wealth management
- investment advice
- customer service
- communication
- interpersonal skills

### Nice to have
- CFA
- CFP
- CFMP
- 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)