Job description
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.
Private Banking and Trust Services
Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.
Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.
Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.
We are currently seeking a high caliber professional to join our team as Head of Relationship Management, reporting to Market Head.
Principal responsibilities
- Formulate and implement strategic sales plans and distribution policies to develop and grow the Hang Seng Private Banking as well as the trustee business and to optimize profitability
- Identify and capture business growth opportunities and client acquisition, including plans and strategies to generate new business, as well as increasing revenue for existing ones to achieve asset growth, sales or revenue targets
- Anchor as the leading private bank by expanding the market share in investment and insurance, and as a leading premium trust service provider in both the local private and corporate trust industries
- Ensure a high operational efficiency in running the distribution and front office, and be responsible for overseeing client engagement events, initiatives and activities to develop business opportunities
- Support in developing new private banking and trust products and services and communicating new products, propositions and relevant market information to customers. Collaborating with internal stakeholders, which may include relationship mangers and product specialists, to maximize cross-selling opportunities for the bank
- Maintain and observe the Group’s / Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring
- Protect the bank's reputation and ensuring an acceptable risk profile, whilst deepening your understanding of the client through credit and customer due diligence reviews
Requirements
- University graduate in related disciplines or other relevant qualifications
- Proven experience in investment and private banking or relationship management services equivalent
- Possess professional qualification such as Certified Financial Planner and/or Chartered Financed Analyst would be an advantage
- Professional and client focus with an expert understanding of financial planning and wealth products.
- Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.
You’ll achieve more when you join Hang Seng Bank Limited.
https://www.linkedin.com/company/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.
Issued by Hang Seng Bank Limited