Relationship Management Specialist
3 weeks ago
- 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
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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