- 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
- Assist the team head in providing coaching to Relationship Managers
- Manage operational risk and observe the relevant policies /guidelines and compliance 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 with dedication to deliver exceptional quality services for customers
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 ...
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Eagle Partners (International) Company Limited Hong Kong, 香港 全职· Highlights: · 500+ high net worth clients to manage with AUM HKD 2-3 billion+ in total. · Branch location flexibility: Could be at commercial areas (Central, MK, Tst) or near your home depends on your preferences. · Starting Basic Salary from 35k up to 88k with quarterly inc ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 ...
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Hang Seng Bank Limited Hong Kong, 香港 全职Job description · 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 ...
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Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
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TalentQuest HR Limited Hong Kong, 香港 全职Key responsibilities · Act as a trusted partner to clients and solicit new business and clients for the firm in their low - mid cap business · Manage and grow the current portfolio of clients relating to banks products and services · Responsible for performing credit activities ...
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Industrial and Commercial Bank of China (Asia) Limited Hong Kong, 香港 全职Job SummaryResponsible for formulating and implementing sales and marketing strategies to promote cash management services and products (e.g IPO Receiving Bank/Dividend/Privatization Settlement/ AAS/Cash Pool//Host-to-host/SWIFT/Payroll etc.) to corporate customers · Coordinate w ...
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BTI Executive Search Pte Ltd Hong Kong, 香港 全职· Responsibilities: · Develop and expand the client base for asset management businesses, including investment institutions, family offices, miners, digital asset natives, and HNWI. Establish strong connections with potential major clients to drive sales of digital asset managem ...
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Unicorn Advisor (HK) Limited Hong Kong, 香港 全职Key Areas of Responsibilities: · Act as a RM, providing high-end clients with a comprehensive range of wealth planning and investment product services, including investment, securities financing, family trusts, and insurance planning. · Facilitate cross-sales of different functio ...
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HSBC Hong Kong, 香港 Permanent - 全职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 hig ...
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HSBC Hong Kong, 香港 Permanent - 全职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 hig ...
Executive Customer Relationship Manager - Hong Kong, 香港 - Hang Seng Bank Limited
描述
Job descriptionA 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.
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 170 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.
We are currently seeking a high caliber professional to join our team as Executive Customer Relationship Manager.
Principal responsibilities