Expert Financial Relationship Manager

3 weeks ago


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

We are seeking a high-caliber professional to join our Private Banking business as an Assistant Client Service Manager. In this role, you will focus on building close relationships with high-net-worth customers, providing professional advice and premium service to them, and contributing to the profitability of the Bank.

Key Responsibilities
  • Assist relationship managers in managing customers' assets and investment portfolios by monitoring asset allocation, product mix, and risk exposure.
  • Develop and maintain customer relationships by making servicing calls and handling customers' enquiries.
  • Handle daily administration of customer accounts, including investment, loans, deposits, and other banking transactions.
Requirements
  • University degree in a related discipline or other relevant qualifications.
  • Passes in the HKSI and IIQE licensing examinations.
  • Minimum 3 years' experience in banking with knowledge of investment and insurance products; experience in dealing with high net-worth customers is an advantage.
  • Ability to communicate effectively, embrace change, and overcome challenges.
  • Ability to be resilient in the face of difficult situations.
  • Good sales and service mindset, with strong communication and interpersonal skills.
  • Good knowledge of application software.
  • Proficiency in both English and Chinese; fluency in Putonghua and other dialects is an advantage.
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers.
Compensation and Benefits

The estimated salary for this role is approximately HK$60,000 - HK$100,000 per annum, depending on experience. Hang Seng Bank Limited offers a dynamic working environment, good career development opportunities, and competitive compensation packages.



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