Senior Sales Banking Officer
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, and we are seeking high-calibre talent to join our ranks.
Customer Contact Centre
Our Customer Contact Centre has been recognized for its excellence in phone banking services, and our team strives to provide professional services to address customers' diverse financial needs.
Job Summary
We are seeking a Senior Banking Sales Officer to join our team. As a key member of our sales team, you will be responsible for providing personalized banking services to our customers, building effective relationships, and promoting investment, insurance, and banking products.
Key Responsibilities
- Provide convenient and personalized banking services to all customers
- Build and maintain strong relationships with clients to retain and develop sustainable relationships
- Promote investment, insurance, and banking products to optimize new business opportunities
- Improve customer experience by collecting customer feedback and identifying areas for improvement
- Manage operational risk and ensure compliance with relevant policies and guidelines
- Develop and implement client contact strategies in line with Group operating models
Requirements
- Degree or Diploma holder, or equivalent qualification with relevant working experience
- Passes in IIQE (Paper 1, 2, 3) and HKSI (Paper 1, 7, 8) are required
- Minimum of three years' experience in selling investment, insurance, and banking products
- Experience as a relationship manager is preferred
- Good knowledge of wealth management products, including investments and insurance
- Customer-oriented and able to capture customer financial needs
- Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
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