High Net Worth Private Banker
2 days ago
Company Overview
Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and attracting high-caliber talent.
Job Description
We are seeking a Prestige Private Relationship Manager to provide professional financial planning services to high-net-worth individuals and optimize new business opportunities.
Key Responsibilities:
- Provide personalized and all-rounded wealth management services for top-tier customers
- Promote holistic wealth management solutions
- Manage operational risk and ensure compliance with relevant policies and guidelines
Requirements:
- University degree in a related discipline or professional qualifications such as CFA, CFP, or CFMP
- Passes in the Insurance Intermediaries Qualifying Examinations or Hong Kong Securities Institute Licensing Examinations
- Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP)
- Fulfillment of competency requirements to carry out regulated activities under the Securities and Futures Ordinance
- Minimum of five years' experience in selling investment, insurance, and banking products
- Strong sales and customer orientation, good communication and interpersonal skills, self-motivation, and ability to work under pressure
- Proficiency in English and Chinese, with proficiency in Putonghua an advantage
- High level of customer-centricity mindset and ability to manage complex interactions effectively
- Strong situation awareness, desire to learn, and ability to work in an Agile environment
Working Environment:
We offer a dynamic working environment, good career development opportunities, and competitive compensation packages. Primary location shows in a job posting does not refer to work location, the branch placement is subject to final decision by RSS Management.
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