TS 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 education events, to help client gain better knowledge of financial markets and financial solutions

Requirements:

• 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
• Minimum 2 years’ relevant 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