HSBC Group

A Career with Hang Seng Bank

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 255 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.

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

• 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
• Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
• 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

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.

When applying, please submit a full resume and attach your appraisal reports for the last two years. For internal applicants with less than twelve months in their current role, Manager’s endorsement is required. Please obtain and enclose the endorsement in the application. If you have been in your current role for more than 12 months but the behaviour gateway was “No” in the most recent performance assessment, you cannot apply any internal job openings.

Within Hang Seng certain roles are designated as Enhanced Vetting Roles.  For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role, on an ongoing basis if they remain in such a role.

This role has been designated as an Enhanced Vetting Role, if you require more information on the additional checks see Global Risk FIM > Security Risk > Appendices > D.5 Insider Risk > Required Vetting Checks

You’ll achieve more at Hang Seng Bank Limited.

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.

Issued by Hang Seng Bank Limited