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

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Communication","Interpersonal","Sales"]

Provide tailored financial planning and wealth management services to high-net-worth customers, build and maintain long-term relationships, and promote investment, insurance, and banking products. Ensure rigorous risk, compliance and regulatory adherence within Retail Distribution, with branch placement decisions guided by RSS Management in HK. Work in a high-touch client advisory role serving a broad Hong Kong customer base.

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FursaFursa
HSBC
HSBC
6 months ago

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

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Last checked: 2 hours agoStatus: Live

Job Summary

Provide tailored financial planning and wealth management services to high-net-worth customers, build and maintain long-term relationships, and promote investment, insurance, and banking products. Ensure rigorous risk, compliance and regulatory adherence within Retail Distribution, with branch placement decisions guided by RSS Management in HK. Work in a high-touch client advisory role serving a broad Hong Kong customer base.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

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
  • •Manage operational risk and observe the relevant policies /guidelines and compliance requirements
  • •Note: The employment is subject to branch placement decisions by RSS Management; ensure readiness to work at assigned branch locations in HK

Key Requirements

  • •University level education is an advantage OR HKCEE / HKDSE passes (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
  • •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 two years' experience in selling investment, insurance and banking products
Experience:2+ yearsBankingWealth managementFinancial services
Skills:CommunicationInterpersonalSales
Certifications:Insurance Intermediaries Qualifying ExaminationsSecurities Institute Licensing ExaminationsARWPCRWP
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