Hang Seng Bank · Mongkok, Kowloon, HK
Prestige Private Investment Consultant - Hang Seng Bank (HK)
负责高端客户投资咨询、交叉销售与分行销售支持。
最近核查時仍有刊登最近確認刊登：2026-11-03 18:36:07.487823+00
招聘狀態可能變動，申請前請查看原始職位。
薪酬未公開
學歷大学学位，商管或相关专业优先
語言English · 流利
經驗零售银行经验；投资顾问至少1年经验
工作內容
- 分析客户组合以寻找交叉销售机会
- 结合债券、结构性产品和基金推动销售
- 与CRM协作进行案例研究和联合拜访
- 开展电话拓客、更新合规要求并提供市场资讯
職位要求
- 大学学位，商管或相关专业优先
- 需通过证券和IIQE相关考试并满足监管要求
- 有零售银行经验及至少1年投资顾问经验
- 具备中英文能力及良好沟通表达能力
查看招聘來源的要求摘錄
原始資料於 2026-11-01 查閱；內容可能已更新，請查看原始職位。
Requirements University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance Proven experience in retail banking and minimum 1 years’ experience in the role of Investment Consultant with strong knowledge of investment products Excellent interpersonal and communications skills Sound investment consultation and presentation skills Proficiency in both English and Chinese Customer centric mindset and able to manage complex interaction effectively Shown strong situation awareness, strong desire to learn and able to work in Agile environment High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks . You’ll achieve more when you join Hang Seng Bank Limited. www.hangseng.com/careers https://www.linkedin.com/company/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. Issued by Hang Seng Bank Limited
來源：公司官网 · 資料查閱日期 2026-11-01。職位狀態及要求請以原始招聘頁面為準。