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