Customer Relationship Manager

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Job Opportunity

Hang Seng Bank Limited is committed to service excellence and seeks a high-calibre professional to join our team as a Customer Relationship Manager.

Key Responsibilities
  • Provide financial planning services to high-net-worth customers
  • Build and maintain good relationships with customers
  • Promote investment, insurance, and banking products to optimise new business opportunities
  • Manage operational risk and observe relevant policies and compliance requirements

Requirements
  • University level education is an advantage or HKCEE/HKDSE with relevant work experience
  • Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations
  • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
  • 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 and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn, and able to work in an Agile environment
  • Be curious and with passion to think deeply and rationally

Primary Location
The primary location shown in a job posting does not refer to the work location. The branch placement is subject to the final decision by RSS Management.

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