Mongkok, Kowloon, Hong Kong
21 days ago
Customer Relationship Manager (Cross-boundary) - Hang Seng Bank (HK)

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.

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 Centresfor 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 a high caliber professional to join our team as Customer Relationship Manager (Cross-boundary)

Principal responsibilities

Provide financial planning services to high-net-worth, mainlander and offshore customers Provide personalized service for these segment customers to build and maintain good relationshipsPromote investment, insurance and banking products for optimizing new business opportunitiesManage operational risk and observe the relevant policies /guidelines and compliance requirements

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.

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 Centresfor 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 a high caliber professional to join our team as Customer Relationship Manager (Cross-boundary)

Principal responsibilities

Provide financial planning services to high-net-worth, mainlander and offshore customers Provide personalized service for these segment customers to build and maintain good relationshipsPromote investment, insurance and banking products for optimizing new business opportunitiesManage operational risk and observe the relevant policies /guidelines and compliance requirementsUniversity level education is an advantage ORHKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experiencePasses in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing ExaminationsFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceMinimum of two years' experience in selling investment, insurance and banking productsExperience in handling offshore and mainlander segment will be an advantageStrong sales and customer orientation, with good communication and interpersonal skillsStrong self-motivation and ability to work under pressureHigh proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantageHolder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred

If you would like to explore other opportunities at Hang Seng Hong Kong, please visitwww.hangseng.com/careers/ for details.

University level education is an advantage ORHKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experiencePasses in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing ExaminationsFulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures OrdinanceMinimum of two years' experience in selling investment, insurance and banking productsExperience in handling offshore and mainlander segment will be an advantageStrong sales and customer orientation, with good communication and interpersonal skillsStrong self-motivation and ability to work under pressureHigh proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantageHolder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred

If you would like to explore other opportunities at Hang Seng Hong Kong, please visitwww.hangseng.com/careers/ for details.

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