Associate Director, Relationship Management, Private Banking - Hang Seng Bank (HK)

HSBC Holdings plc; Hong Kong; Sur place; HKD 900 000 - 1 300 000; Plein temps

Résumé du poste

Hang Seng Bank is seeking an Associate Director of Relationship Management in Private Banking. You will build close relationships with ultra high-net-worth clients, provide professional investment advice, and deliver premium service to support profitability.

The role requires strong English/Chinese communication, portfolio insight, and cross-functional collaboration. The position emphasizes credentialed licensing, market knowledge, and a client-centric approach in a dynamic private banking

Qualifications

• University degree or equivalent; CFP/CFA recommended.
• Passes HKSI and IIQE licensing examinations.
• Proven banking experience with investment products and client advisory skills.

Responsabilités

• Develop and manage a portfolio of ultra HNW private banking clients.
• Provide investment advice and premium service; execute client orders.
• Perform portfolio analysis; monitor performance; recommend re-allocations.
• Manage credit quality and loan exposure; collaborate with internal teams.
• Build referrals and cross-sell across departments.

Connaissances

Relationship management

Portfolio analysis

Investment products

Credit quality

Sales orientation

Communication

Agile

Customer-centric

Formation

University degree

CFP or CFA

HKSI / IIQE licenses

Outils

English & Chinese

Description du poste

Associate Director, Relationship Management, Private Banking - Hang Seng Bank (HK)

Location: Central, Hong Kong Island, HK

Area of Interest: Private Banking

Role Workstyle: Office Worker

Date: 1 Oct 2026

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team asAssociate Director of Relationship Management, reporting to Executive Director and Team Head of Relationship Management.

Candidates with less experience will be considered as Vice President, Relationship Management.

• 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 recommendation 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 and IIQE licensing examinations
• At least 6 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
• Ability to communicate effectively, embrace change and overcome challenges

You’ll achieve more when you join Hang Seng Bank Limited. Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.