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Executive Customer Relationship Manager

2 months ago

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

About Hang Seng Bank

Hang Seng Bank is a leading financial institution committed to delivering exceptional service excellence. Our people are our most valuable asset, and we strive to create a dynamic working environment that fosters growth and development.

Our Business

Our Retail Distribution business focuses on providing personal wealth management and financial services to our customers. With over 170 branches and automated banking centers, we serve a significant portion of the adult population, offering a wide range of products.

Job Summary

We are seeking a high-caliber professional to join our team as an Executive Customer Relationship Manager. This role will be responsible for providing financial planning services to high-net-worth customers, building and maintaining strong relationships, and promoting investment, insurance, and banking products.

Key Responsibilities

  • Provide personalized financial planning services to high-net-worth customers
  • Build and maintain strong relationships with customers to meet their financial needs
  • Promote investment, insurance, and banking products to optimize new business opportunities
  • Assist the team head in providing coaching to Relationship Managers
  • 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
  • Fulfillment of competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of five years' experience in selling investment, insurance, and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services

What We Offer

Hang Seng Bank offers a dynamic working environment, good career development opportunities, and competitive compensation packages. We are committed to attracting high-caliber talent and providing a supportive work environment that fosters growth and development.