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Senior Director / Director, Relationship Management, Privat Banking - Hang Seng Bank (HK)
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Full-time
bachelor degree, professional certificate
Competitive Compensation Packages, Career Development Opportunities
Posted 11d ago
Apply by Aug 7
~40 hrs/week
Responsibilities
Develop and manage a portfolio of ultra high-net-worth private banking customers by providing bespoke investment advice and premium services. Monitor portfolio performance, manage credit quality, and collaborate with internal departments for business referrals.
Requirements
Requires a university degree or professional certifications like CFP/CFA, along with passing HKSI and IIQE licensing examinations. Candidates must have proven banking experience, strong sales orientation, and proficiency in English and Chinese.
Full job description
Some careers have more impact than others.
If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.
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 Senior Director / Director of Relationship Management, reporting to Executive Director and Team Head of 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 10-15 years' banking experience, with good knowledge of insurance and 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
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
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
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
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