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Senior Financial Consultant, High-Net-Worth SolutionsHang Seng Bank Ltd
  • Not Specified
  • Salary provided
  • Posted on 25 Mar 2019
Senior Financial Consultant, High-Net-Worth SolutionsHang Seng Bank Ltd
Job Highlights
  • University degree in Business, Finance or related
  • Minimum 8 years of relevant experience
  • Proficiency in both English and Chinese
Job Description

Insurance

 

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

 

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.

 

We are currently seeking a high caliber professional to join our department as Senior Financial Consultant.

 

Principal Responsibilities

  • Identify customers’ financial planning needs; offer professional financial advice and introduce insurance solutions to achieve goals in different life stages
  • Provide wealth management and portfolio advice in retirement planning, legacy planning and risk management (protection) planning
  • Good market sense with strong understanding on the financial industry
  • Sound knowledge in life insurance proposition concept and product knowledge

 

Requirements

  • University degree in Business, Finance or related discipline
  • Minimum 8 years or above working experience in financial planning or related business industries
  • Experience in Private Banking, PRC exposure, law or trust background preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations
  • Professional qualification in financial planning will be an advantage; such as CFMPTM, CFPCM, FLMI, CFA
  • Mature, creative and dynamic individual with excellent communication and presentational skills
  • Proficiency in Cantonese, Putonghua and English is required
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

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.

 

Additional Information
Career Level
Middle
Qualification
Degree
Years of Experience
8 years
Employment Type
Full Time, Permanent
Company details

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.