Relationship Management Specialist

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
  • About Hang Seng Bank Limited
    Hang Seng Bank Limited is a leading financial institution in Hong Kong. Our commitment to service excellence and dedication to our customers have earned us a reputation as one of the most trusted banks in the region.
  • Role Summary
    We are seeking a skilled Customer Relationship Manager (Cross-boundary) to join our team. The successful candidate will be responsible for providing financial planning services to high-net-worth, mainlander and offshore customers.
  • Key Responsibilities
    • Provide financial planning services to high-net-worth, mainlander and offshore customers
    • Provide personalized service for these segment customers to build and maintain good relationships
    • Promote investment, insurance and banking products for optimizing 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
    • 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
    • Experience in handling offshore and mainlander segment will be an advantage
    • Strong sales and customer orientation, with good communication and interpersonal skills
    • Strong self-motivation and ability to work under pressure
    • High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage
    • Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
Why Join Us
Hang Seng Bank Limited offers a dynamic working environment, good career development opportunities, and competitive compensation packages. If you would like to explore other opportunities at Hang Seng Hong Kong, please visit www.hangseng.com/careers/ for details.

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