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Retail Distribution – Wealth Sales Distribution
the bank'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 around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking a high caliber professional to join our team as FX Specialist.
Principal responsibilities
Acting as a technical expert in one or several product categories, as relevant to market, such as Structured Products/FX/Investment/Trusts/Estate planning /Retirement/Protection/Mortgage etc
Adding value to clients with more complex needs, e.g. top-tier and mid-tier Premier clients
Assisting PRMs in understanding clients better, meeting clients together with PRMs when required, making suitable recommendations and helping clients understand the value and risks of solutions available to them
Following the needs-based sales process, giving clients a meaningful and consistent wealth experience and ultimately providing an outstanding client experience
Supporting PRMs to gain more client trust and commitment in broadening and deepening their relationship with HASE
Conducting product training, to support and deliver new product launches and leading client edu...
經驗要求：Entry level
連接業內人士以了解更多資訊（團隊情況、面試重點、申請建議）。
要求
University degree in Business Administration or related disciplines, with professional qualification such as CFA, CFP or CFMP an advantage
Regulatory Qualifications: Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators.
Evidence of strong sales results in spot FX and FX option products
Relationship management experience with high net worth clients
Proven experience experience in retail banking, with strong knowledge of investment products
Independent, self-directed, and not afraid to make decisions to develop, execute and deliver on an assigned strategy
Passion for phone sales is a must, excellent interpersonal skills and communications skills
Proficiency in English, Cantonese and Putonghua
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
