Relationships and Wealth Development Manager
20 hours ago
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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