Executive Customer Relationship Manager - Hang Seng Bank (HK)
HSBC Group
Kowloon, Hong Kong
5天前

Description

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.

Executive Customer Relationship Manager

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers.

With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are currently seeking a high caliber professional to join our team as Executive Customer Relationship Manager .

Principal responsibilities

  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities
  • Assist the team head in providing coaching to Relationship Managers
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements
  • Requirements

  • University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred, OR
  • HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of five years' experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Be curious and with passion to think deeply and rationally
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