Cross-Border Wealth Relationship Manager (Hybrid)

HSBC Holdings plc; Hong Kong Island; Hybrid; HKD 600,000 - 900,000; Full time

Job summary

Hang Seng Bank Limited in Hong Kong is seeking a Customer Relationship Manager (Cross-boundary) to serve high-net-worth, mainlander and offshore customers. The role emphasizes financial planning, personalized service and cross-border opportunities in a hybrid work environment at Central, Hong Kong Island.

You will promote investment, insurance and banking products, manage risk and ensure regulatory compliance.

Qualifications

• Minimum two years' experience selling investment, insurance and banking products
• Passes in Insurance Intermediaries Examinations / HKSI Licensing Examinations
• Competency to carry out relevant regulated activities under the Securities and Futures Ordinance
• Strong sales and customer orientation, with good communication and interpersonal skills
• High proficiency in Mandarin is a MUST; Cantonese/English is an advantage
• Holder of HKIB ARWP or CRWP preferred

Responsibilities

• Provide financial planning services to high-net-worth, mainlander and offshore customers
• Provide personalized service to build and maintain relationships
• Promote investment, insurance and banking products for optimizing new business opportunities
• Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Skills

Sales skills

Customer service

Mandarin proficiency

Communication & interpersonal

Education

University level education

Job description

Hang Seng Bank Limited in Hong Kong is seeking a Customer Relationship Manager (Cross-boundary) to serve high-net-worth, mainlander and offshore customers. The role emphasizes financial planning, personalized service and cross-border opportunities in a hybrid work environment at Central, Hong Kong Island.

You will promote investment, insurance and banking products, manage risk and ensure regulatory compliance.