Team Head, Relationship Management - Private Banking and Trust Services - 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.

Private Banking and Trust Services RBW

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it. 

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale. 

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our team as Team Head, Relationship Management, reporting to Market Head.

Principal responsibilities

• Manage and supervise the team members to perform their duties in compliant with the guidelines, policies, and governing rules and regulations
• Serve the high net worth (HNW) customers with assets to maximize profit of the Bank and to expand the market share of Hang Seng Private Banking
• Manage sales performance to achieve individual, team and department targets
• Develop and coach the relationship managers under direct supervision to ensure their competency in respect of sales compliance and providing suitable investment advice and products to clients
• Provide guidance to team members on credit quality of customer loan portfolios; assess the exposure and financial viability diligently when making recommendation on loan structure and pricing
• Ensure high level of efficiency and accuracy of whole team in daily operations by maintaining Group / Bank’s internal control standard, implementing and observing Group / Bank’s compliance policies and maintaining the awareness of operational risk to minimize the risk exposure of private bank

Requirements

• University Degree in a related discipline OR other relevant qualifications such as CFP or CFA
• Passes in the HKSI and IIQE licensing examinations
• Proven banking experience with exposure in leading team
• Good knowledge of investment products
• Strong sales orientation and ability to work under pressure
• Good communication, interpersonal, analytical and relationship management skills
• Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme