Customer Relationship Manager

Hang Seng Bank Limited

Hong Kong, Hong Kong

15天前

source : eFinancialCareers Ltd.

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 170 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our team as 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

Manage operational risk and observe the relevant policies / guidelines and compliance requirements

Requirements

University degree in a related discipline is preferred

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 two 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 with dedication to deliver exceptional quality services for customers

Candidates with less experience will be considered for the position of Senior Customer Relationship Officer .)

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.

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