Executive Customer Relationship Manager - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Customer orientation","Self-motivation"]

Lead high-net-worth client engagement as a relationship manager in Hang Seng Bank’s Retail Distribution, delivering financial planning services, personalised client service, and promoting investment, insurance and banking products while coaching junior Relationship Managers and ensuring regulatory compliance in a HK wealth-management setting.

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FursaFursa
HSBC
HSBC
6 months ago

Executive Customer Relationship Manager - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead high-net-worth client engagement as a relationship manager in Hang Seng Bank’s Retail Distribution, delivering financial planning services, personalised client service, and promoting investment, insurance and banking products while coaching junior Relationship Managers and ensuring regulatory compliance in a HK wealth-management setting.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Provide financial planning services to high-net-worth customers
  • •Provide personalised service for this segment of customers to build and maintain good relationships
  • •Promote investment, insurance and banking products for optimising new business opportunities
  • •Assist the team head in providing coaching to Relationship Managers
  • •Manage operational risk and observe the relevant policies /guidelines and compliance requirements

Key Requirements

  • •University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred
  • •Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • •Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
  • •Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • •Minimum of five years' experience in selling investment, insurance and banking products
Experience:5+ yearsBankingWealth management
Education:Bachelor's
Skills:CommunicationInterpersonal skillsCustomer orientationSelf-motivation
Certifications:CFACFPCFMPARWPCRWP
Languages:EnglishChinesePutonghua

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn