Investment Sales Manager

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies. 

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.  As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Investment Sales Manager.

Principal responsibilities

• Provide investment advisory services to selected corporate clients as well as delivering a total solution of treasury & investment services with high level of service quality to anchor the relationship base and build loyalty with our customers
• Achieve assigned income target to contribute to the team performance
• Work closely with relationship managers to identify customer needs and promote treasury and investment services

Requirements:

• University degree in Business Administration, Finance or related disciplines
• Qualification of  CFP or CFA preferred
• Minimum of 5 years’ experience in investment and treasury sales
• Strong self-motivation with good communication, interpersonal and analytical skills
• Proficiency in both English and Chinese, fluency in Putonghua is an advantage
• Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

(Candidates with less experience will be considered for the position of Assistant Investment Sales Manager.)

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.