Prestige Private Relationship Manager I - 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.

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-caliber talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

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

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.