Strategic Client Growth Specialist

2 weeks ago


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

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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