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Customer Relationship Manager - Hang Seng Bank (HK)

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Job Description - Customer Relationship Manager - Hang Seng Bank (HK)

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 260 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 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.
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 .

RBW 2026RBW

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
Original job Customer Relationship Manager - Hang Seng Bank (HK) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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