Relationships and Wealth Development Manager

20 hours ago


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

About Hang Seng Bank Limited

We are committed to service excellence, focusing on personal wealth management and financial services through our one-stop wealth management initiatives. Our goal is to provide best-in-class products and services to over half of the adult population in Hong Kong.

Job Summary

We seek a high-caliber professional to manage relationships with high-net-worth customers, providing personalized service and promoting investment, insurance, and banking products to optimize new business opportunities.

Main Responsibilities

  • Provide financial planning services to high-net-worth, mainlander, and offshore customers
  • Promote investment, insurance, and banking products to maximize sales opportunities
  • Manage operational risk and adhere to relevant policies, guidelines, and compliance requirements

Requirements

  • University-level education or equivalent work experience, including HKCEE/HKDSE qualifications and passes in Chinese and Mathematics or English and Mathematics
  • Passes in Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations and fulfillment of competency requirements under the Securities and Futures Ordinance
  • Minimum two years' experience in selling investment, insurance, and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • High proficiency in Mandarin, with good command of Cantonese and English
  • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) certification


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