Customer Relationship Manager (Cross-boundary) - Hang Seng Bank (HK)

Insurance • Full Time • Central And Western District, Hong Kong, HK • 1d ago

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

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 (Cross-boundary)

Principal 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

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
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 in handling offshore and mainlander segment will be an advantage
Strong sales and customer orientation, with good communication and interpersonal skills
Strong self-motivation and ability to work under pressure
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

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

You’ll achieve more when you join Hang Seng Bank Limited.

www.hangseng.com/careers

https://www.linkedin.com/company/hang-seng-bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Similar Jobs

Associate Relationship Manager/General Banking Manager/Branch Service Executive- Hang Seng Bank (HK)

Insurance • Full Time • Central And Western District, Hong Kong, HK • 1d ago

Insurance Full Time

Some careers have more impact than others If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, o...

1d ago

Apply

Private Client Manager/ Director - Wine & Spirit

Insurance • Full Time • Central And Western District, Hong Kong, HK • 1d ago

Insurance Full Time

International Wine & Spirit Company Ultra High Net Worth Private Clients Client Details Our client, a highly reputable Wine & Spirit company, is seeking a talented and driven Private Client Sales Manager/ Directo...

1d ago

Apply

Insurance Sales Manager, CMB Wing Lung Insurance Brokers

Insurance • Full Time • Central And Western District, Hong Kong, HK • 1d ago

Insurance Full Time

To conduct insurance sales for all bank channels At least 8 years of experience in life insurance field IIQE Paper 1, 3, 5 Responsibilities To conduct insurance sales for all bank channels To be responsible for achieving...

1d ago

Apply

Associate Director, Investors

Insurance • Full Time • Central And Western District, Hong Kong, HK • 2d ago

Insurance Business Development Investment Full Time

Job Summary The Associate Director supports Senior Coverage Banker managing a portfolio of Chinese asset manager and Insurance clients. Assist with originating business opportunities, delivering budgets, and assisting in...

2d ago

Apply

Responsible Officer (General Insurance, stable company)

Insurance • Full Time • Central And Western District, Hong Kong, HK • HK$ 50,000 - HK$ 60,000 / month • 2d ago

Insurance Compliance Full Time Management

General Insurance Providing account services to corporate clients IIQE Papers 1, 2, and 3 Responsibilities Act as the Responsible Officer (General & Long Term Business) overseeing IA-regulated activities. Supervise a...

2d ago

Apply

Officer, Business Support (Corporate Banking)

Insurance • Full Time • Central And Western District, Hong Kong, HK • 3d ago

Insurance Full Time Business Administration Customer Service

Assist in daily operations Manage the application documents filing system Support projects and system enhancements Responsibilities: Provide comprehensive and proactive support to Relationship Managers in delivering high...

3d ago

Apply

VP II, Business Banking - Hang Seng Bank (HK)

Insurance • Full Time • Central And Western District, Hong Kong, HK • 6d ago

Insurance Full Time

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top,...

6d ago

Apply

Snr Business Development Executive – Insurance (Construction Division)

Insurance • Full Time • Central And Western District, Hong Kong, HK • 6d ago

Insurance Full Time

The chance to work for a prestigious global broker 1-3 years in B2B sales to the construction industry Fluency in English & Cantonese Our client is a leading global insurance broker providing comprehensive insurance...

6d ago

Apply

Personal Banking Officer

Insurance • Full Time • Central And Western District, Hong Kong, HK • 1w ago

Insurance Full Time

Responsibilities: Develop and maintain long-term relationship with prospective customers Provide financial planning service and promote banking products, including but not limit to insurance, deposit, credit card, mortga...

1w ago

Apply

Assistant Manager (Actuarial) - Insurance

Insurance • Full Time • Central And Western District, Hong Kong, HK • 2w ago

Insurance Full Time

Our client is a reputable organisation within the insurance industry, known for its expertise in the banking and financial services sector. Currently, they are hiring for an Assistant Manager (Actuarial) to join their te...

2w ago

Apply