Prestige Private Relationship Manager I - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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

High-net-worth relationship management role within Hang Seng Bank’s Prestige Signature segment. Provide professional financial planning and personalized wealth management services, coach Relationship Managers, promote holistic wealth solutions, and oversee compliance and risk for top-tier clients in Hong Kong.

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HSBC
HSBC
6 months ago

Prestige Private Relationship Manager I - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Last checked: 4 hours agoStatus: Live

Job Summary

High-net-worth relationship management role within Hang Seng Bank’s Prestige Signature segment. Provide professional financial planning and personalized wealth management services, coach Relationship Managers, promote holistic wealth solutions, and oversee compliance and risk for top-tier clients in Hong Kong.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Provide professional financial planning services to high-net-worth / top-tier Prestige Signature customers
  • •Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships
  • •Promote holistic wealth management service for optimizing 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
  • •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
  • •Strong sales and customer orientation, with good communication and interpersonal skills
Experience:5+ yearsWealth managementRetail bankingHong kong
Skills:CommunicationInterpersonal skillsSalesCustomer orientationSelf-motivation
Certifications:CFACFPCFMP

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