Customer Relationship Manager
1 week ago
Hang 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
• Promote investment, insurance and banking products for optimising new business opportunities
• Manage operational risk and observe the relevant policies /guidelines and compliance requirements
Requirements
• University level education is an advantage OR
• HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• 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) is preferred
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of two 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 with passion to think deeply and rationally
Primary Location
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
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