Cross-Boundary Wealth Relationship Manager (Hybrid)

HSBC; Hong Kong Island; Hybrid; HKD 420,000 - 540,000; Full time

Job summary

Hang Seng Bank Limited is seeking a Customer Relationship Manager (Cross-boundary) to deliver tailored financial planning services to high-net-worth, mainlander and offshore customers.

You will provide personalized service, promote investments, insurance and banking products, and manage operational risk while maintaining strong client relationships across borders. Fluency in Mandarin is a must; Cantonese and English are advantageous.

Qualifications

• University level education is advantageous.
• Passes in HKCEE/HKDSE with Chinese/Math or English/Math at any acceptable grade.
• Passes in Insurance Intermediaries Licensing Examinations or HKSI Licensing Examinations.

Responsibilities

• Provide financial planning services to high-net-worth, mainlander and offshore customers.
• Provide personalized service to build and maintain relationships with target segments.
• Promote investments, insurance and banking products to generate new business opportunities.
• Manage operational risk and comply with policies and regulatory requirements.

Skills

Sales

Customer service

Financial planning

Mandarin

Cantonese/English

Education

University level education

HKCEE/HKDSE passes

Insurance licensing exams

Job description

Hang Seng Bank Limited is seeking a Customer Relationship Manager (Cross-boundary) to deliver tailored financial planning services to high-net-worth, mainlander and offshore customers.

You will provide personalized service, promote investments, insurance and banking products, and manage operational risk while maintaining strong client relationships across borders. Fluency in Mandarin is a must; Cantonese and English are advantageous.