A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering...

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.


Investment Sales Manager

Job level Middle
Work exp 5 Years To 15 Years or above
Education Bachelor Degree
Location Hong Kong
Employment type Permanent
Industry Banking
Job function Banking / Finance > Retail Banking / Branch Banking
Published On 17/11/2016

 

Retail Distribution – Wealth Sales Distribution Department

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 more than 250 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking ahighcaliberto join our department as Investment Sales Manager.

Principal responsibilities

  • Achieve sales goal on investment products within designated district by exploring/evaluating business opportunities from existing portfolio and expanding customer base
  • Devise and implement sales plans to increase the investment business penetration in target customer segments
  • Review and monitor the service standard provided to customers and to react positively to customer requests
  • Provide guideline and training for sales staff to enhance their investment knowledge and ensure full compliance of both regulatory and internal requirement
  • Provide customer feedback and latest market trend to assist in product development, as well as recommend marketing strategies and promotion offers

Requirements

  • University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
  • Fulfilment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of 5 years’ sales experience in different investment products
  • Good leadership, interpersonal and communication skills
  • Strong self-motivation and ability to work independently
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

To apply, please read carefully the ‘Note on Collection of Personal Data and Information’ available in the careers page of our Hang Seng website : www.hangseng.com and send your resume via e-mail : recruit01@hangseng.com for our processing. You can also visit our website for further details about career opportunities with the Bank. Applicants who are not contacted within one month may consider their applications unsuccessful. 

 

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.