Customer Relationship Manager (CCC)

A Career with 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.

Customer Contact Centre

Hang Seng's Customer Contact Centre has been ranked one of the best phone banking service providers for consecutive years. Our team strives to provide professional services for a wide range of banking products to address customers' different services and financial needs.
 

We are currently seeking high caliber professionals to join our Relationship Management Team(RM) as Customer Relationship Manager.

Principal responsibilities:

• Manage relationship with our Prestige clients
• Acquire, develop and retain relationships with a portfolio of Prestige clients
• Help clients to articulate their needs, and deliver to exceed client expectations
• Know clients on a personal and professional level to understand their short and long term financial goals
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new Prestige client relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
• Develop Prestige team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
• Understand and adhere to compliance
• Maintain the levels of operational integrity required by HASE and adhere to the Business Principles and Values of HASE

Requirements:

• University level education, preferably in finance, business or a related discipline
• Passes in IIQE (Paper 1, 2, 3) and HKSI (Paper 1,7,8) a must
• Experience in client facing environment, with excellent relationship building capability
• Strong sales and customer orientation, with good communication and interpersonal skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Good understanding and strong interest of the financial markets
• Mature and independent mindset, able to work effectively under pressure
• Strong commercial orientation with acute interpersonal skills
• Fluency in Cantonese and English, with additional languages is an advantage