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 ORHKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experiencePasses in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing ExaminationsHolder 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 preferredFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceMinimum of two 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 and ability to manage complex interactions effectivelyShown strong situation awareness, strong desire to learn and able to work in Agile environmentBe curious and with passion to think deeply and rationallyPrimary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management