Cross-Border Wealth Relationship Manager

Hang Seng Bank; Hong Kong; In loco; HKD 334.800 - 558.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

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

Mansioni

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

Conoscenze

Financial planning services

Sales and customer orientation

Communication skills

Self-motivation

Formazione

University level education or HKCEE / HKDSE

HKIB Associate Retail Wealth Professional or Certified Retail Wealth Professional

Descrizione del lavoro

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.