Cross-Boundary Wealth Relationship Manager

Hang Seng Bank Ltd; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Hang Seng Bank Limited is seeking a Customer Relationship Manager (Cross-boundary) to deliver financial planning services to high-net-worth, mainlander and offshore clients. The role emphasizes personalized service to these segments to build strong relationships and to promote investment, insurance and banking products for new business opportunities.

The successful candidate will manage regulatory compliance and risk while maintaining a high level of client-oriented service, with strong sales

Qualifications

• Minimum of two years' experience in selling investment, insurance and banking products
• Strong sales and customer orientation, with good communication and interpersonal skills
• High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage

Responsibilities

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

Job description

Hang Seng Bank Limited is seeking a Customer Relationship Manager (Cross-boundary) to deliver financial planning services to high-net-worth, mainlander and offshore clients. The role emphasizes personalized service to these segments to build strong relationships and to promote investment, insurance and banking products for new business opportunities.

The successful candidate will manage regulatory compliance and risk while maintaining a high level of client-oriented service, with strong sales