Customer Relationship Manager

2 months ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

As a key member of the Dah Sing Bank team, you will play a vital role in delivering exceptional service to our high net worth customers, meeting their complex wealth management needs.

Key Responsibilities:

  • Meet and exceed sales targets assigned to drive business growth and revenue expansion.
  • Develop a deep understanding of customers' financial needs and preferences to effectively sell and cross-sell banking products that meet their requirements.
  • Proactively identify and acquire new high net worth customers through targeted sales efforts.
  • Grow existing customer relationships by deepening engagement and increasing share of wallet.
  • Provide expert advice and guidance on wealth management products, adhering to strict sales process guidelines.
  • Deliver exceptional service quality to high net worth customers, maintaining disciplined customer interactions.
  • Collaborate with product specialists to provide comprehensive services to high net worth customers.
  • Ensure compliance with all operational procedures, adhering to the Bank's policies and guidelines.

Requirements:

  • Hold a degree from a reputable institution.
  • Minimum 2 years' experience in selling wealth management products to high net worth customers.
  • Professional licensing qualifications as required by local regulatory bodies.
  • Thorough knowledge of portfolio management and financial markets.
  • Strong understanding of compliance regulations related to investment product sales.
  • Excellent interpersonal and communication skills.
  • Proficient in both written and spoken English and Chinese.


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

    Dah Sing Bank is seeking a highly skilled Customer Relationship Manager to join our team. The successful candidate will be responsible for providing exceptional service to our VIP Banking customers, meeting and exceeding sales targets, and growing existing portfolio through deepening of customer relationships. Key responsibilities include: Job...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

    As a key member of our team at Dah Sing Bank, you will play a vital role in delivering exceptional service to our high net worth customers.Key Responsibilities:Meet and exceed sales targets assigned to drive business growth and revenueDevelop and maintain strong relationships with customers to understand their financial needs and preferencesIdentify...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential as a Customer Relationship ManagerHang Seng Bank is committed to delivering exceptional service to our customers. As a Customer Relationship Manager, you will play a vital role in leading a team to address and resolve customer feedback, ensuring timely and professional responses to complaints, compliments, and suggestions.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    {"title": "Customer Relationship Manager", "content": "About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.We value a culture that fosters growth, teamwork and...


  • Hong Kong, Central and Western District, Hong Kong SAR China nextRoles Full time

    Key ResponsibilitiesAs a Customer Relationship Manager at nextRoles, you will be responsible for providing financial planning services to high-net-worth, mainlander, and offshore customers. Your primary goal will be to build and maintain strong relationships with these clients, understanding their financial needs and providing personalized solutions.You will...


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

    Job OpportunityHang Seng Bank Limited is committed to service excellence and seeks a high-calibre professional to join our team as a Customer Relationship Manager.Key Responsibilities• Provide financial planning services to high-net-worth customers• Build and maintain good relationships with customers• Promote investment, insurance, and banking...


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

    Job OpportunityHang Seng Bank Limited is committed to service excellence and seeks a high-calibre professional to join our team as a Customer Relationship Manager.Key Responsibilities• Provide financial planning services to high-net-worth customers• Provide personalised service for this segment of customers to build and maintain good relationships•...


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

    Job OpportunityHang Seng Bank Limited is committed to service excellence and seeks a high-calibre professional to join our team as a Customer Relationship Manager.Key ResponsibilitiesProvide financial planning services to high-net-worth customersBuild and maintain good relationships with customersPromote investment, insurance, and banking products to...


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

    Job OpportunityHang Seng Bank Limited is committed to delivering exceptional service excellence. Our team members are our most valuable assets, and we strive to provide a dynamic working environment, excellent career development opportunities, and competitive compensation packages to attract high-calibre talent.Role OverviewWe are seeking a high-calibre...


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

    Job OpportunityHang Seng Bank Limited is committed to delivering exceptional service excellence. Our team members are our most valuable asset, and we strive to provide a dynamic working environment, excellent career development opportunities, and competitive compensation packages.Role OverviewWe are seeking a high-caliber professional to fill the position of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time

    As a key member of our team at Dah Sing Bank, you will play a vital role in delivering exceptional service to our high net worth customers.Job Responsibilities:Meet and exceed sales targets assigned to drive business growth and revenueDevelop and maintain strong relationships with customers to understand their financial needs and preferencesIdentify...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering a range of banking, insurance, and financial services through our extensive network of branches in Hong Kong, Macau, and Mainland China. Our core values are centered around caring, teamwork, and progressiveness, creating a unique culture that fosters growth and...


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

    About Hang Seng BankHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.Job SummaryWe are seeking a high-calibre professional to join our team as a Customer Relationship Manager, responsible for providing financial planning services to high-net-worth customers and promoting...


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

    About Hang Seng Bank LimitedHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction. Our team is dedicated to providing best-in-class products and services to our valued customers.Job SummaryWe are seeking a high-calibre professional to join our team as a Customer Relationship Manager....


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

    Job OpportunityHang Seng Bank Limited is committed to delivering exceptional service to our customers. We are seeking a highly skilled and experienced professional to join our team as an Executive Customer Relationship Manager.About the RoleThis is a challenging and rewarding role that requires a strong understanding of financial planning and wealth...


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

    Job OpportunityHang Seng Bank Limited is committed to delivering exceptional service excellence. Our team members are our most valuable asset, and we strive to provide a dynamic working environment, excellent career development opportunities, and competitive compensation packages to attract high-calibre talent.Role OverviewWe are seeking a high-calibre...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About Hang Seng BankHang Seng Bank is committed to delivering exceptional service to its customers. As a leading financial institution, we strive to attract and retain top talent who share our passion for excellence.Customer Contact CentreOur Customer Contact Centre has been recognized for its outstanding phone banking services. We are seeking a high-calibre...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng BankHang Seng is committed to delivering exceptional service. Our people are our most valuable asset, playing a vital role in enhancing our performance for customers and providing best-in-class products and services.Retail DistributionHang Seng's Retail Distribution focuses on personal wealth management and financial services. Our...


  • Hong Kong, Central and Western District, Hong Kong SAR China HKT Full time

    About HKT TeleservicesHKT Teleservices, a subsidiary of PCCW Limited and an operating entity since 1998, is a renowned leader in the business process outsourcing (BPO) industry. Our expertise encompasses a comprehensive range of voice and non-voice customer experience solutions, earning us prestigious accolades.With a global presence, we operate 24-hour,...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng BankHang Seng is committed to delivering exceptional service excellence. Our people are our most valuable asset, playing a vital role in enhancing our performance for customers and providing best-in-class products and services.Retail DistributionHang Seng's Retail Distribution focuses on personal wealth management and financial...