Senior Relationship Manager for High-Net-Worth Clients

1 month ago

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

Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.

Salary

The estimated salary for this position is around HKD 80,000 - 120,000 per month, depending on experience.

Job Description

As a Prestige Private Relationship Manager at Hang Seng Bank, you will be responsible for providing professional financial planning services to high-net-worth clients. Your primary goal will be to build and maintain strong relationships with these clients, understanding their financial needs and goals, and providing tailored solutions to meet their requirements.

You will work closely with the team head to promote holistic wealth management services, identifying new business opportunities and collaborating with colleagues to achieve sales targets.

Your key responsibilities will include:

  • Providing personalized financial planning services to high-net-worth clients
  • BUILDING STRONG RELATIONSHIPS WITH CLIENTS THROUGH effective communication and problem-solving skills
  • Promoting holistic wealth management services to optimize new business opportunities
  • Assisting the team head in coaching and mentoring Relationship Managers
  • Managing operational risk and adhering to relevant policies and compliance requirements
Requirements

To succeed 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/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
  • 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 and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn, and able to work in Agile environment
  • Be curious and passionate to think deeply and rationally
Benefits

Hang Seng Bank offers a dynamic working environment, good career development opportunities, and competitive compensation packages.

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