Cross-Border Wealth Relationship Manager

Hang Seng Bank; Hong Kong; On-site; HKD 334,800 - 558,000; Full time

Job summary

Hang Seng Bank is seeking a Customer Relationship Manager (Cross-boundary) in Hong Kong. This role focuses on providing financial planning services primarily to high-net-worth, mainlander, and offshore customers. The successful candidate will promote investment, insurance, and banking products while building and maintaining relationships.

Candidates must possess a minimum of two years' experience in relevant roles, with strong sales and customer orientation skills. Proficiency in Mandarin is essential, and knowledge of Cantonese and English is an advantage.

Qualifications

• Minimum of two years' experience in selling investment, insurance and banking products.
• Strong proficiency in Mandarin is essential, with Cantonese and English as advantages.

Responsibilities

• Provide financial planning services to high-net-worth customers.
• Promote investment, insurance, and banking products.
• Manage operational risks and comply with relevant policies.

Skills

Financial planning services

Sales and customer orientation

Communication skills

Self-motivation

Education

University level education or HKCEE / HKDSE

HKIB Associate Retail Wealth Professional or Certified Retail Wealth Professional

Job description

Hang Seng Bank is seeking a Customer Relationship Manager (Cross-boundary) in Hong Kong. This role focuses on providing financial planning services primarily to high-net-worth, mainlander, and offshore customers. The successful candidate will promote investment, insurance, and banking products while building and maintaining relationships.

Candidates must possess a minimum of two years' experience in relevant roles, with strong sales and customer orientation skills. Proficiency in Mandarin is essential, and knowledge of Cantonese and English is an advantage.