FX Specialist

Job description

Role Overview：

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

Ideal Profile：

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