High-Caliber Private Banking Relationship Manager

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

A Career with Excellence

Hang Seng Bank is committed to delivering superior service. Our people are the backbone of our organization, driving our efforts to consistently enhance our performance for customers and provide best-in-class products and services.

We Seek Talent

We are dedicated to attracting high-caliber professionals by offering a dynamic working environment, promising career development opportunities, and competitive compensation packages.

Private Banking Department - Private Banking and Trust Services

We are currently seeking a high-caliber professional to join our department as Senior Relationship Manager.

Key Responsibilities

  • Develop and manage a portfolio of private banking customers.
  • Provide investment advice and deliver premium service to customers and execute their orders.
  • Perform investment portfolios analysis, monitor performance, and make necessary recommendations on portfolio reallocation.
  • Manage credit quality and monitor exposure of customers' loan portfolios.
  • Collaborate with internal departments to solicit business referrals.

Requirements

  • University degree in a related discipline or other relevant qualifications such as CFP or CFA.
  • Passes in the HKSI and IIQE licensing examinations.
  • Minimum 6 years' banking experience, with good knowledge of investment products.
  • Strong sales orientation and ability to work under pressure.
  • Ability to communicate effectively, embrace change, and overcome challenges.
  • Ability to be resilient in the face of difficult situations.
  • Strong desire for self-improvement and learning from experiences.
  • Good communication, interpersonal, analytical, and relationship management skills.
  • Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage.
  • High level of customer-centricity mindset with dedication to delivering exceptional quality services for customers.
  • Candidates with less experience will be considered as Relationship Manager.

Career Opportunities

Visit our website to receive the latest information about our career opportunities in Hang Seng Hong Kong.

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