Manager(Senior), Corporate Wealth - Hang Seng Bank Limited

Hang Seng Bank Limited
Hong Kong, Hong Kong
Apr 01, 2023
Apr 08, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job description
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.

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.

For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our department as Manager (Senior), Corporate Wealth Management
Principal responsibilities
Principal responsibilities
  • Identify business opportunities through direct customer contact and referral to maximize the sales and penetration of investment and insurance products to target customer segment
  • Provide high quality investment and insurance services to selected corporate customers to anchor the relationship base and build loyalty with our customers
  • Conduct marketing activities of investment and insurance business for commercial banking customers
  • Work closely with relationship managers to identify customer needs and promote investment and insurance services to suitable customers
  • Achieve assigned income target to contribute to both individual and team performance
  • Build and manage portfolio of investment and insurance customers, maintain good customer relationship and provide quality after-sales services
  • Develop and implement effective initiatives to deliver business results, build and enhance product portfolio
  • Support Team Head in sales management and maintain good relationship and provide quality after-sales service to customer
  • University degree in Business Administration, Finance or related disciplines with minimum of 5 years relevant working experience
  • Good knowledge of investment products and strong technical competency with good knowledge of the investment market and economic environment. Preferably a CFP or CFA.
  • Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes all relevant papers of Insurance Intermediaries Qualifying Examination
  • Strong self-motivation with good communication, interpersonal and analytical skills
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
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.
  • You need to sign in to save