- Assist the relationship managers in managing customers' assets and investment portfolios by monitoring asset allocation, product mix and risk exposure
- Assist in developing and maintaining customer relationship by making servicing calls and handling customers' enquiries
- Handle the daily administration of customer accounts including investment, loans, deposits and other banking transactions
Requirements - University degree in a related discipline OR other relevant qualifications
- Passes in the HKSI and IIQE licensing examinations
- Minimum 3 years' experience in banking with knowledge of investment and insurance products; experience in dealing with high net-worth customers an advantage
- Ability to communicate effectively, embrace change and overcome challenges
- Ability to be resilient in face of difficult situations
- Good sales and service mindset, with strong communication and interpersonal skills
- Good knowledge of application software
- Proficiency in both 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
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Service Manager
1周前
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Assistant Client Service Manager - Hong Kong, 香港 - HSBC
描述
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.
Private Banking and Trust Services - Private Banking Department
We are currently seeking a high caliber professional to join our department as Assistant Client Service Manager .
Principal Responsibilities
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