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 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 around 260 branches and automated banking centres, including around 50 Prestige Banking Centres 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.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking high caliber professionals to join our department as Prestige Private Relationship Manager.
Principal responsibilities
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Provide professional financial planning services to high-net-worth / top-tier Prestige private customers
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Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships
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Promote holistic wealth management service for optimizing new business opportunities
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Assist the team head in providing coaching to Relationship Managers
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Manage operational risk and observe the relevant policies / guidelines and compliance requirements
Requirements
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University degree in a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred
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Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
- Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
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Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
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Minimum of five years' experience in selling investment, insurance and banking products
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Strong sales and customer orientation, with good communication and interpersonal skills
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Strong self-motivation and ability to work under pressure
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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
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management