Accelerating Wealth Programme, Relationship Management Professional
3 days ago
As a Customer Relationship Manager with Hang Seng Bank Limited, you will play a vital role in helping our clients achieve their financial goals. You will be responsible for providing expert advice and solutions to clients, helping them to grow, manage, and preserve their wealth.
About the Accelerating Wealth Programme
The Accelerating Wealth Programme (AWP) is a comprehensive training programme designed to equip you with the skills and knowledge needed to succeed in wealth management. Through the programme, you will gain a deep understanding of financial products and services, as well as the skills to identify and meet the needs of clients. You will also have the opportunity to work with experienced professionals in the industry, gaining valuable insights and expertise.
Key Responsibilities
- Provide expert advice and solutions to clients, helping them to achieve their financial goals.
- Manage a portfolio of clients, providing regular reviews and tailoring products and services to meet their needs.
- Develop and maintain strong relationships with clients, building trust and confidence in our services.
- Work with product expert teams to refer and cross-sell potential business opportunities.
Requirements
To succeed in this role, you will need to demonstrate the following skills and qualities:
- Connectivity: Maximising the impact of building new and effective working relationships across Hong Kong and GBA.
- Communicating with Impact: Applying the core principles that underpin all forms of communication.
- Growth Mindset: Viewing setbacks and failures as building blocks, feedback and insight for future success.
- Data Literacy: Ability to interpret, understand and communicate data as information.
- Critical Thinking: Identifying how to break down complex problems or issues into smaller components, using right questioning techniques to identify root causes and arrive at solutions.
- Design Thinking: Ways of thinking outside the box, introducing new and innovative ideas to solve a problem or bring in efficiency.
- High level of customer-centricity mindset and ability to manage complex interactions effectively.
Hang Seng Bank Limited is committed to providing a dynamic and supportive work environment that allows you to grow and develop your skills and knowledge. We offer a competitive compensation and benefits package, as well as opportunities for professional development and advancement.
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