Customer Relationship Manager (Cross-boundary) - Hang Seng Bank (HK)

Hang Seng Bank; Hong Kong Island; 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

Overview

Some Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers. Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

Role

Customer Relationship Manager (Cross-boundary)

Responsibilities

• Provide financial planning services to high-net-worth, mainlander and offshore customers
• Provide personalized service for these segment customers 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

Requirements

• University level education is an advantage OR HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
• Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
• Minimum of two years' experience in selling investment, insurance and banking products
• Experience in handling offshore and mainlander segment will be an advantage
• Strong sales and customer orientation, with good communication and interpersonal skills
• Strong self-motivation and ability to work under pressure
• High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage
• Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.