Central, Hong Kong Island, Hong Kong
18 days ago
Prestige Private Relationship Manager- 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-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 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 high caliber professionals to join our department as Prestige Private Relationship Manager.

Principal responsibilities

Provide professional financial planning services to high-net-worth / top-tier Prestige private customers

Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships

Promote holistic wealth management service for optimizing 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

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 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 high caliber professionals to join our department as Prestige Private Relationship Manager.

Principal responsibilities

Provide professional financial planning services to high-net-worth / top-tier Prestige private customers

Provide personalized and all-rounded wealth management service for this segment of customers to build and maintain good relationships

Promote holistic wealth management service for optimizing 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 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

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 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

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