Customer Relationship Manager - Hang Seng Bank (HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Sales and customer orientation","Communication skills","Interpersonal skills","Self-motivation","Customer centricity"]

Provide financial planning and personalised support to high-net-worth customers, building and maintaining long-term relationships. Drive new business opportunities by promoting investment, insurance, and banking products. Manage operational risk while following relevant policies, guidelines, and compliance requirements. Work in a customer-centric retail distribution environment with strong sales orientation and capability to manage complex interactions.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
1 day ago

Customer Relationship Manager - Hang Seng Bank (HK)

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Provide financial planning and personalised support to high-net-worth customers, building and maintaining long-term relationships. Drive new business opportunities by promoting investment, insurance, and banking products. Manage operational risk while following relevant policies, guidelines, and compliance requirements. Work in a customer-centric retail distribution environment with strong sales orientation and capability to manage complex interactions.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide financial planning services to high-net-worth customers
  • •Provide personalised service to build and maintain good customer relationships
  • •Promote investment, insurance and banking products to optimise new business opportunities
  • •Manage operational risk and observe relevant policies, guidelines and compliance requirements
  • •Fulfil regulated activities competency requirements under the Securities and Futures Ordinance

Key Requirements

  • •Minimum two years’ experience selling investment, insurance and banking products
  • •University level education is an advantage, or HKCEE/HKDSE with relevant passes plus work experience
  • •Passes in the Insurance Intermediaries Qualifying Examinations or Hong Kong Securities Institute Licensing Examinations
  • •Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) preferred
  • •Fulfilment of competency requirements to carry out relevant regulated activities under the Securities and Futures Ordinance
Experience:2+ yearsBankingWealth managementFinancial servicesRetail banking
Skills:Sales and customer orientationCommunication skillsInterpersonal skillsSelf-motivationCustomer centricity
Licenses:Insurance Intermediaries Qualifying ExaminationsHong Kong Securities Institute Licensing Examinations
Certifications:HKIB Associate Retail Wealth Professional (ARWP)Certified Retail Wealth Professional (CRWP)
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