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Associate Director, Relationship Management, Private Banking - Hang Seng Bank (HK)

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 3 days ago

No clicks

**Associate Director, Relationship Management, Private Banking - Hang Seng Bank (HK)** drives exceptional client experiences, building and managing ultra-HNW customer portfolios. Craft bespoke investment solutions, deliver premium service, and collaborate cross-functionally. Requires 6+ years' banking experience, strong sales orientation, excellent communication, and agility. CFP/CFA certified with HKSI and IIQE licensing. Fluent in English, Chinese, and Putonghua.

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

Some careers have more impact than others.

If youre looking for a career where you can make a real impression, join Hang Seng and discover how valued youll 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 RBW

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 Associate Director of Relationship Management, reporting to Executive Director and Team Head of Relationship Management.

Candidates with less experience will be considered as Vice President, Relationship Management.

Principal responsibilities

  • Develop and manage a portfolio of ultra HNW private banking customers
  • Provide investment advice and deliver premium service to customers and execute their orders
  • Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
  • Manage the credit quality and monitor the exposure of customers loan portfolios
  • Work with internal departments to solicit business referrals

Requirements

  • University degree in a related discipline OR other relevant qualifications such as CFP or CFA
  • Passes in the HKSI and IIQE licensing examinations
  • At least 6 years banking experience, with good knowledge of investment products
  • Strong sales orientation and ability to work under pressure
  • Ability to communicate effectively, embrace change and overcome challenges
  • Strong desire to learn and able to work in Agile environment
  • Good communication, interpersonal, analytical and relationship management skills
  • Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Ability to communicate effectively, embrace change and overcome challenges

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


Youll achieve more when you join 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.

www.hangseng.com/careers

https://www.linkedin.com/company/hang-seng-bank

Issued by Hang Seng Bank Limited

Associate Director, Relationship Management, Private Banking - Hang Seng Bank (HK)

Compensation

Not specified

City: Hong Kong

Country: Hong Kong

HSBC logo
Other

3 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Associate Director, Relationship Management, Private Banking - Hang Seng Bank (HK)** drives exceptional client experiences, building and managing ultra-HNW customer portfolios. Craft bespoke investment solutions, deliver premium service, and collaborate cross-functionally. Requires 6+ years' banking experience, strong sales orientation, excellent communication, and agility. CFP/CFA certified with HKSI and IIQE licensing. Fluent in English, Chinese, and Putonghua.

Full Job Description

Some careers have more impact than others.

If youre looking for a career where you can make a real impression, join Hang Seng and discover how valued youll 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 RBW

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 Associate Director of Relationship Management, reporting to Executive Director and Team Head of Relationship Management.

Candidates with less experience will be considered as Vice President, Relationship Management.

Principal responsibilities

  • Develop and manage a portfolio of ultra HNW private banking customers
  • Provide investment advice and deliver premium service to customers and execute their orders
  • Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
  • Manage the credit quality and monitor the exposure of customers loan portfolios
  • Work with internal departments to solicit business referrals

Requirements

  • University degree in a related discipline OR other relevant qualifications such as CFP or CFA
  • Passes in the HKSI and IIQE licensing examinations
  • At least 6 years banking experience, with good knowledge of investment products
  • Strong sales orientation and ability to work under pressure
  • Ability to communicate effectively, embrace change and overcome challenges
  • Strong desire to learn and able to work in Agile environment
  • Good communication, interpersonal, analytical and relationship management skills
  • Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Ability to communicate effectively, embrace change and overcome challenges

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


Youll achieve more when you join 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.

www.hangseng.com/careers

https://www.linkedin.com/company/hang-seng-bank

Issued by Hang Seng Bank Limited