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HK Business

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

HK Business
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senior full-time Central, Hong Kong Island

First indexed 21 Sept 2026

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
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting: https://portal.careers.hsbc.com/careers/job/563774612312858