Director Signature/ Associate Director Signature

Hang Seng Bank

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 more than 290 branches and automated banking centers, including around 60 Prestige Banking Centers 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.

We are currently seeking high caliber professionals to join our department as Director Signature/ Associate Director Signature

 

Principal responsibilities

  • Provide professional financial planning services to high-net-worth / top-tier Prestige Signature customers
  • Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships
  • Promote holistic wealth management service for optimizing new business opportunities
  • Assist the team head in providing coaching to Relationship Managers
  • Manage operational risk and observe the relevant policies / guidelines and compliance requirements

 

Requirements

  • University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred
  • 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 five 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
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
  • 銀行 ‧ 金融服務 - 零售銀行服務
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

類近好工

Change Delivery Manager (e-Banking/ Mobile Banking project management)

Dah Sing Financial Group

Customer Services Officer (Part-time)

Bank of China (Hong Kong) Limited

VIP Banking Associate (VIP Services focus)

Dah Sing Financial Group

Audit Manager / Senior Audit Manager (IT Audit)

Bank of China (Hong Kong) Limited

Counter Services Officer (Part Time for experienced Teller, retired also welcome)

Dah Sing Financial Group

Assistant Manager, Operations Support (Part-time)

Dah Sing Financial Group