Head of Relationship Management, Private Banking
Hang Seng Bank Ltd
- Company Industries：Financial Services
Job Information
- Post Date：2022-10-14
- Career Level：Top
- Location：Not Specified
- Yr(s) of Exp：12 years
- Qualification：Degree
- Employment Type：Full Time, Permanent
- Job Function：Banking / Finance Private Banking Others Wealth Management
Job Description
Wealth & Personal Banking (WPB) – Private banking
We are currently seeking a high caliber professional to join our department as Head of Relationship Management, Private Banking
Principle Responsibilities:
- Formulate and implement strategic sales plans and distribution policies to develop and grow the Hang Seng Private Banking as well as the trustee business and to optimize profitability
- Identify and capture business growth opportunities and client acquisition, including plans and strategies to generate new business, as well as increasing revenue for existing ones to achieve asset growth, sales or revenue targets
- Anchor as the leading private bank by expanding the market share in investment and insurance, and as a leading premium trust service provider in both the local private and corporate trust industries
- Ensure a high operational efficiency in running the distribution and front office, and be responsible for overseeing client engagement events, initiatives and activities to develop business opportunities
- Support in developing new private banking and trust products and services and communicating new products, propositions and relevant market information to customers. Collaborating with internal stakeholders, which may include relationship mangers and product specialists, to maximise cross-selling opportunities for the bank
- Maintain and observe the Group’s / Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring
- Protect the bank's reputation and ensuring an acceptable risk profile, whilst deepening your understanding of the client through credit and customer due diligence reviews
Requirements:
- University graduate in related disciplines or other relevant qualifications with over 12 years’ experience in investment, of which 6 years must be in private banking, or relationship management services equivalent
- Possess professional qualification such as Certified Financial Planner and/or Chartered Financed Analyst would be an advantage
- Professional and client focus with an expert understanding of financial planning and wealth products.
- Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
If you would like to explore other opportunities at Hang Seng Hong Kong, please visit www.hangseng.com/careers/ for details.
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.
All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.
Company Info
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-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
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