Executive Customer Relationship Manager / Customer Relationship Manager

Hang Seng Bank Ltd; Hong Kong; On-site; HKD 350,000 - 680,000; Full time

Job summary

Hang Seng Bank Limited seeks an Executive Customer Relationship Manager (Cross-boundary) to deliver financial planning to high-net-worth mainlander and offshore clients, and to provide personalized service building lasting relationships. The role targets cross-border opportunities by promoting investment, insurance and banking products.

Strong Mandarin, Cantonese and English communication, and at least two years' selling experience in financial products are required.

Qualifications

• University-level education is an advantage.
• HKCEE/HKDSE with passes in Chinese and Mathematics or English and Mathematics at Grade E / Level 2 or above.
• Passes in the Insurance Intermediaries Qualifying Examinations / HKSI Licensing Examinations.
• Fulfilment of competency requirements under the Securities and Futures Ordinance.
• Minimum of two years' experience in selling investment, insurance and banking products.
• Fluency in Mandarin; Cantonese and English are an advantage.

Responsibilities

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

Skills

Sales skills

Customer service

Communication

Education

HKCEE / HKDSE

University level education an advantage

Job description

Executive Customer Relationship Manager / Customer Relationship Manager

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.

Retail Distribution

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.

We are currently seeking a high caliber professional to join our team as Customer Relationship Manager (Cross-boundary)

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

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.

You’ll achieve more when you join Hang Seng Bank Limited.
www.hangseng.com/careers
https://www.linkedin.com/company/hang-seng-bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited

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All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.