Manager, Investment Consulting

Brand:  Hang Seng Bank
Area of Interest:  Commercial Banking
Location: 

Central, Hong Kong Island, HK

Work style: 
Date:  17 Oct 2025

Some careers have more impact than others.
 
If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

 

We are currently seeking a high caliber professional to join our team as Manager, Investment Consulting

 

 

Principal responsibilities
•    Interact with corporate wealth sales team to provide professional investment solutions to High-Net-Worth corporate clients
•    Summarize & analyze various investment and market information, with particular focus on fixed-income and equity
•    Interact with various product teams, advisory teams and external parties to keep abreast of latest market trend
•    Assess the suitability of various investment products to support sales team to meet customer needs
•    Support sales team to achieve team target

 

 

Qualifications 
•    University degree in Business Administration, Finance or related disciplines
•    Qualification of CFP or CFA preferred
•    Proven 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 customer
•    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