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2 months ago
About Hang Seng Bank
Hang Seng Bank is a leading financial institution committed to delivering exceptional service and innovative solutions to its customers. Our team of professionals is dedicated to providing best-in-class products and services that meet the evolving needs of our customers.
Private Banking Department
The Private Banking Department at Hang Seng Bank is responsible for providing personalized banking services to high net worth individuals and families. We are seeking a highly skilled and experienced professional to join our team as a Senior Relationship Manager.
Key Responsibilities
- Develop and manage a portfolio of private banking customers, providing tailored financial solutions to meet their unique needs and goals.
- Provide expert investment advice and deliver premium service to customers, executing their orders with precision and care.
- Perform in-depth analysis of investment portfolios, monitoring performance and making recommendations for portfolio reallocation to optimize returns.
- Manage credit quality and monitor exposure of customers' loan portfolios, ensuring compliance with regulatory requirements.
- Collaborate with internal departments to identify business opportunities and drive referrals.
Requirements
- University degree in a related field or other relevant qualifications such as CFP or CFA.
- Passes in the HKSI and IIQE licensing examinations.
- Minimum 6 years' experience in banking, with a strong understanding of investment products.
- Strong sales orientation and ability to work under pressure.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Proficiency in both written English and Chinese, with fluency in Putonghua and other dialects an advantage.
- High level of customer-centricity, with a dedication to delivering exceptional quality services.
What We Offer
Hang Seng Bank offers a dynamic and supportive work environment, with opportunities for career growth and development. We provide competitive compensation packages and a range of benefits to support our employees' well-being and success.
