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High-Level Banking Relationship Strategist

3 weeks ago

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

Hang Seng Bank Limited - Opportunity Overview

We are a leading financial institution committed to excellence, with a dynamic environment and high-calibre talent sought after for our efforts in enhancing performance for customers.

Our Private Banking Department - Private Banking and Trust Services

We seek a professional with strong skills to join our team as Senior Relationship Manager. Key responsibilities include:

  • Portfolio Management: Developing and managing ultra HNW private banking customer portfolios.
  • Investment Advisory: Providing premium service, delivering investment advice, and executing customer orders.
  • Portfolio Analysis: Performing analysis on investment portfolios, monitoring performance, and making recommendations on re-allocation.
  • Credit Quality Management: Managing credit quality and monitoring exposure of customers' loan portfolios.
  • Business Referrals: Working with internal departments to solicit business referrals.

Requirements

To succeed in this role, you should have:

  • Education: A university degree in a related field or relevant qualifications such as CFP or CFA.
  • Licensing: Passes in the HKSI licensing examinations.
  • Experience: Minimum 8-10 years of banking experience with good knowledge of investment products.
  • Sales Orientation: Strong sales orientation and ability to work under pressure.
  • Communication Skills: Ability to communicate effectively, adapt to change, and overcome challenges.
  • Agile Environment: Strong desire to learn and work in an Agile environment.
  • Language Proficiency: Good communication, interpersonal, analytical, and relationship management skills. Proficiency in both written English and Chinese is required, with fluency in Putonghua and other dialects being an advantage.
  • Customer Centricity: High level of customer centricity mindset with dedication to deliver exceptional quality services.