Executive Customer Relationship Manager
3 weeks ago
Hang 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 Overview
We are seeking a high-calibre professional to join our Retail Distribution team as an Executive Customer Relationship Manager. This role focuses on personal wealth management and financial services, catering to both affluent and mass integrated account customers.
Key Responsibilities
- Provide comprehensive financial planning services to high-net-worth customers
- Build and maintain strong relationships with this segment of customers
- Promote investment, insurance, and banking products to optimise new business opportunities
- Assist the team head in providing coaching to Relationship Managers
- Manage operational risk and adhere to relevant policies, guidelines, and compliance requirements
Requirements
- 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)
- Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum of five years' experience in selling investment, insurance, and banking products
- Strong sales and customer orientation, with good 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
- High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers
Important Note
The primary location shown in a job posting does not refer to the work location, and the branch placement is subject to the final decision by RSS Management.
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