Job descriptionA Career with Hang Seng BankHang 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.Retail DistributionHang 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 Executive Customer Relationship Manager.Principal responsibilitiesProvide financial planning services to high-net-worth customersProvide personalised service for this segment of customers to build and maintain good relationshipsPromote investment, insurance and banking products for optimising new business opportunitiesAssist the team head in providing coaching to Relationship ManagersManage operational risk and observe the relevant policies /guidelines and compliance requirementsRequirementsUniversity degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferredPasses 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 preferredFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceMinimum of five years' experience in selling investment, insurance and banking productsStrong sales and customer orientation, with good communication and interpersonal skillsStrong self-motivation and ability to work under pressureProficiency in both English and Chinese, with proficiency in Putonghua an advantageHigh level of customer centricity mindset with dedication to deliver exceptional quality services for customersPrimary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management
