High Net Worth Private Banker

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

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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