Experienced Relationship Manager Wanted for Prestige Private Clients

15 hours ago


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

Hang Seng Bank Limited, a leading financial institution in Hong Kong, is committed to delivering exceptional service to its customers.

We are seeking an experienced and skilled Relationship Manager to join our team and provide personalized wealth management services to high-net-worth clients.

Job Description

The ideal candidate will have a strong background in selling investment, insurance, and banking products, with a minimum of five years' experience in the industry.

  • Provide professional financial planning services to high-net-worth clients, identifying their financial goals and objectives and developing customized solutions to meet their needs.
  • Build and maintain strong relationships with clients, understanding their financial situations and providing tailored advice and guidance.
  • Promote holistic wealth management services to optimize business opportunities and drive growth.
  • Assist the team head in providing coaching and training to junior Relationship Managers, sharing knowledge and best practices to ensure consistent delivery of high-quality service.
  • Manage operational risk and ensure compliance with relevant policies, guidelines, and regulations.
Requirements

To be successful in this role, you will need:

  • A university degree in a related discipline or professional qualifications such as CFA, CFP, or CFMP.
  • Passes in the Insurance Intermediaries Qualifying Examinations or 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 regulated activities as defined under the Securities and Futures Ordinance.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • Ability to work under pressure, with strong self-motivation and adaptability.
  • 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.
  • Strong situation awareness, desire to learn, and ability to work in an Agile environment.
About Hang Seng Bank Limited

Hang Seng Bank Limited is a leading financial institution in Hong Kong, dedicated to providing innovative and comprehensive financial solutions to individuals and businesses. With a rich history dating back to 1933, we have established ourselves as a trusted partner in the community, committed to delivering exceptional service and creating value for our stakeholders.



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