Assistant Client Service Manager

5 months ago


Hong Kong, Hong Kong SAR China HSBC Full time

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.

Private Banking and Trust Services - Private Banking Department

We are currently seeking a high caliber professional to join our department as Assistant Client Service Manager .

Principal Responsibilities

Assist the relationship managers in managing customers’ assets and investment portfolios by monitoring asset allocation, product mix and risk exposure Assist in developing and maintaining customer relationship by making servicing calls and handling customers’ enquiries Handle the daily administration of customer accounts including investment, loans, deposits and other banking transactions
Requirements University degree in a related discipline OR other relevant qualifications Passes in the HKSI and IIQE licensing examinations Minimum 3 years’ experience in banking with knowledge of investment and insurance products; experience in dealing with high net-worth customers an advantage Ability to communicate effectively, embrace change and overcome challenges Ability to be resilient in face of difficult situations Good sales and service mindset, with strong communication and interpersonal skills Good knowledge of application software Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

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