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Assistant Client Service Manager

3 months ago

Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time
Job 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.

Assistant Client Service Manager
Private Banking and Trust Services - Private Banking Department
Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.
Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.
Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.
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
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
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