Strategic Client Growth Specialist
2 weeks ago
Hang Seng Bank Limited is a leading financial institution in Hong Kong, dedicated to providing exceptional service and innovative products to its customers. We are currently seeking a high-calibre professional to join our team as Strategic Client Growth Specialist.
This role offers a unique opportunity to work with high-net-worth clients, providing personalized financial planning services and promoting investment, insurance, and banking products to optimize new business opportunities.
About the Role
- Provide comprehensive financial planning services to high-net-worth clients, tailoring solutions to meet their individual needs and goals.
- Promote Hang Seng's range of investment, insurance, and banking products to clients, identifying opportunities to enhance their wealth management strategies.
- Collaborate with colleagues to achieve sales targets and expand the bank's market share in the premium segment.
- Develop and maintain strong relationships with existing clients, ensuring seamless service delivery and addressing any concerns or queries promptly.
Requirements
- University degree in a related discipline or professional qualifications such as CFA, CFP, or CFMP.
- 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).
- Fulfillment of competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance.
- A minimum of five years' experience in selling investment, insurance, and banking products.
- Strong sales and customer orientation, with excellent 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.
Estimated Salary Range:HKD 60,000 - HKD 100,000 per month, depending on experience and performance. The base salary for this role is approximately HKD 80,000 per month.
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