Relationship Manager for High-Net-Worth Clients

4 days ago


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

We are seeking a highly skilled Customer Relationship Manager (Cross-boundary) to join our team at Hang Seng Bank Limited.

About the Role

This is an excellent opportunity for a motivated and experienced professional to provide financial planning services to high-net-worth, mainland, and offshore clients. As a key member of our Retail Distribution team, you will be responsible for promoting investment, insurance, and banking products to optimize new business opportunities.

You will work closely with our clients to understand their needs and provide personalized service to build and maintain strong relationships. Your primary focus will be on managing operational risk and ensuring compliance with relevant policies and guidelines.

Key Responsibilities
  • Provide financial planning services to high-net-worth, mainland, and offshore clients
  • Build and maintain strong relationships with clients through personalized service
  • Promote investment, insurance, and banking products to optimize new business opportunities
  • Manage operational risk and ensure compliance with relevant policies and guidelines
Requirements
  • University level education is an advantage or HKCEE/HKDSE with relevant work experience
  • Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations
  • Fulfillment of competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of two years' experience in selling investment, insurance, and banking products
  • Experience in handling offshore and mainland segment an advantage
  • Strong sales and customer orientation, good communication and interpersonal skills
  • High proficiency in Mandarin, good command of Cantonese and English an advantage
  • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) preferred
Salary and Benefits

The estimated salary for this role is around $HKD 60,000 - $80,000 per month, depending on qualifications and experience. In addition to a competitive salary, we offer a range of benefits including health insurance, retirement plans, and career development opportunities.



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