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

**Company**: HK Business
**Location**: Central, Hong Kong Island
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774611755248?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_c81b713e-5f2

## Description

Join Hang Seng Bank's Private Banking team as an Associate Director of Relationship Management. You'll work with high-net-worth customers, providing professional advice and premium service, and contribute to the bank's profitability.

Responsibilities:

- Develop and manage a portfolio of ultra high-net-worth 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 recommendations 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 an 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

## Skills

### Required
- investment products
- relationship management
- communication
- analytical skills
- English
- Chinese

### Nice to have
- Putonghua
- other dialects
- CFP
- CFA
- HKSI
- IIQE

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774611755248?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
