Senior Banking Sales Officer

3 weeks ago


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

A Career at Hang Seng Bank

Hang Seng is committed to delivering exceptional service excellence. Our people are our most valuable asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.

Customer Contact Centre

Hang Seng's Customer Contact Centre has been consistently ranked one of the best phone banking service providers. Our team strives to provide professional services for a wide range of banking products to address customers' diverse service and financial needs.

Key Responsibilities:

  • Provide personalized banking services to customers, offering convenient and tailored solutions to meet their needs.
  • Build effective relationships with clients to retain and develop sustainable relationships.
  • Promote investment, insurance, and banking products to optimize new business opportunities.
  • Enhance customer experience by collecting customer feedback, identifying areas for improvement, and implementing changes to operational, administrative processes, and product competitiveness.
  • Manage operational risk and adhere to relevant policies, guidelines, and compliance requirements.
  • Establish and agree client contact strategies aligned with Group operating models.

Requirements:

  • Degree holder or equivalent qualification, or a pass in HKCEE/HKDSE with relevant working experience.
  • Passes in IIQE (Papers 1, 2, 3) and HKSI (Papers 1, 7, 8) are mandatory.
  • Minimum three years' experience in selling investment, insurance, and banking products.
  • Experience as a relationship manager is preferred.
  • Good knowledge of wealth management products, including investments and insurance.
  • Customer-oriented with the ability to capture customer financial needs.
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage.


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