Assistant Client Service Manager
6 days ago
Join Our Team as a Private Banking Client Service Manager
About Hang Seng Bank
Hang Seng Bank is a leading financial institution in Hong Kong, committed to delivering exceptional service to our customers. We are dedicated to providing 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 a Private Banking Client Service Manager. As a key member of our team, you will be responsible for managing customers' assets and investment portfolios, developing and maintaining customer relationships, and handling daily administration of customer accounts.
Key Responsibilities
- Assist relationship managers in managing customers' assets and investment portfolios by monitoring asset allocation, product mix, and risk exposure.
- Develop and maintain customer relationships by making servicing calls and handling customers' enquiries.
- Handle 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 the 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.
What We Offer
We offer a dynamic working environment, good career development opportunities, and competitive compensation packages. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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