HSBC

5 months ago

Customer Relationship Manager (Cross-boundary) - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Customer Relationship Manager will provide financial planning and personalized wealth management services to high-net-worth, mainlander and offshore customers in Hong Kong, promoting investment, insurance and banking products while maintaining strong client relationships and complying with regulatory requirements.

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key 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
•The employment is subject to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

Key Requirements

•University level education is an advantage OR
•HKCEE / HKDSE with passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 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
•Strong sales and customer orientation, with good communication and interpersonal skills
•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

Experience:BankingWealth managementFinancial services

Skills:MandarinCantoneseEnglish

Certifications:HKIB ARWPCRWP

Languages:MandarinCantoneseEnglish

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: 3.6

Website LinkedIn

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HSBC

5 months ago

Customer Relationship Manager (Cross-boundary) - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key 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
•The employment is subject to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

Key Requirements

•University level education is an advantage OR
•HKCEE / HKDSE with passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 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
•Strong sales and customer orientation, with good communication and interpersonal skills
•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

Experience:BankingWealth managementFinancial services

Skills:MandarinCantoneseEnglish

Certifications:HKIB ARWPCRWP

Languages:MandarinCantoneseEnglish

Company Brief

HSBC

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: 3.6

Website LinkedIn