
Senior Relationship Manager - Private Banking and Trust Services - Hang Seng Bank (HK)
- Central, Hong Kong
- Permanent
- Full-time
- Develop and manage a portfolio of ultra HNW private banking customers
- Provide investment advice and deliver premium service to customers and execute their orders
- Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
- Manage the credit quality and monitor the exposure of customers’ loan portfolios
- Work with internal departments to solicit business referrals
- University degree in a related discipline OR other relevant qualifications such as CFP or CFA
- Passes in the HKSI and IIQE licensing examinations
- Proven banking experience, with good knowledge of investment products
- Strong sales orientation and ability to work under pressure
- Ability to communicate effectively, embrace change and overcome challenges
- Strong desire to learn and able to work in Agile environment
- Good communication, interpersonal, analytical and relationship management skills
- Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Ability to communicate effectively, embrace change and overcome challenges
- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
- Candidates with less experience will be considered as Relationship Manager