Hang Seng Bank

Customer Relationship Manager

Hang Seng Bank
Full Time
Junior (less than 3 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Customer Relationship Manager

Customer Relationship Manager

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 170 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our team as Customer Relationship Manager.

Principal responsibilities:
  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements
  • University degree in a related discipline is preferred
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of two 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 for customers
(Candidates with less experience will be considered for the position of Customer Relationship Manager Trainee.)
e-mail: recruit07@hangseng.com

Professional Qualifications

  • Certified Financial Planner (CFP)
  • CFA Level III / CFA Charterholder

Technical Skills

  • Client Relationship Management
  • Compliance
  • Financial Planning
  • Futures
  • Operational Risk
  • Sales
  • Wealth Management