Career Opportunities in Private Banking
3 days ago
Company Overview
Hang Seng Bank Limited is committed to service excellence, with our people being our most important asset. We continually enhance our performance for customers and provide best-in-class products and services.
Private Banking Department - Private Banking and Trust Services
We are seeking a high-calibre professional to join our department as Senior Relationship Manager. This role involves developing and managing a portfolio of ultra HNW private banking customers.
Key Responsibilities
- Develop and manage a portfolio of ultra HNW private banking customers
- Provide investment advice and deliver premium service to customers and execute their orders
- Perform investment portfolios analysis, monitor the performance and make necessary recommendations on portfolio re-allocation
- Manage the credit quality and monitor the exposure of customers' loan portfolios
- Work with internal departments to solicit business referrals
Requirements
- University degree in a related discipline OR other relevant qualifications such as CFP or CFA
- Passes in the HKSI licensing examinations
- Minimum 8 to 10 years' banking experience, with good knowledge of investment products
- Strong sales orientation and ability to work under pressure
- Ability to communicate effectively, embrace change and overcome challenges
- Strong desire to learn and able to work in Agile environment
- Good communication, interpersonal, analytical and relationship management skills
- Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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