Hang Seng Bank · Central, Hong Kong Island, HK
Manager, Investment and Insurance Sales, Corporate Banking - Hang Seng Bank (HK)
面向企业客户拓展投资及保险业务，并维护客户组合。
最近核查時仍有刊登最近確認刊登：2026-11-03 18:34:18.63618+00
招聘狀態可能變動，申請前請查看原始職位。
薪酬未公開
學歷工商管理、金融或相关学科大学学位
語言英语 · 熟练、中文 · 熟练、普通话 · 流利、其他方言 · 流利
經驗需具备相关工作经验；未注明年限
工作內容
- 通过客户接触及转介发掘机会，提升投资和保险产品销售。
- 为企业客户提供投资及保险服务，开展相关营销活动。
- 与客户经理合作识别需求并推广合适服务。
- 管理客户组合、维护关系并提供售后服务。
職位要求
- 具备工商管理、金融或相关学科大学学位及相关工作经验。
- 了解投资产品、市场及经济环境；CFP 或 CFA 为优选。
- 通过指定 HKSI 及保险中介人资格考试。
- 熟练掌握英语和中文；普通话及其他方言为优势。
查看招聘來源的要求摘錄
原始資料於 2026-11-01 查閱；內容可能已更新，請查看原始職位。
Requirements University degree in Business Administration, Finance or related disciplines with proven 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 Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks . CMB You’ll achieve more when you join Hang Seng Bank Limited. www.hangseng.com/careers https://www.linkedin.com/company/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. Issued by Hang Seng Bank Limited
來源：公司官网 · 資料查閱日期 2026-11-01。職位狀態及要求請以原始招聘頁面為準。