Customer Relationship Manager

Executive / Personal Assistant / Customer Service • Full Time • Mong Kok, Hong Kong, HK • 1d ago

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking a high caliber professional to join our team as Customer Relationship Manager.

Principal 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

Requirements

University level education is an advantage OR
HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" 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 preferredHolder 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
Strong sales and customer orientation, with good communication and interpersonal skills
Strong self-motivation and ability to work under pressure
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
High level of customer centricity mindset and ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Be curious and with passion to think deeply and rationally

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

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