Hang Seng Bank · Mongkok, Kowloon, HK

Prestige Private Relationship Manager I - Hang Seng Bank (HK)

为高净值及顶级Prestige Signature客户提供财富管理服务并协助指导客户经理。

最近核查時仍有刊登最近確認刊登:2026-11-03 18:36:08.542592+00

招聘狀態可能變動,申請前請查看原始職位。

薪酬未公開
學歷相关学科大学学位,或CFA、CFP、CFMP等专业资格优先
語言英语 · 熟练、中文 · 熟练、普通话 · 熟练程度未说明
經驗至少5年投资、保险及银行产品销售经验

工作內容

  • 为高净值及顶级Prestige Signature客户提供专业财务规划。
  • 提供个性化、全面的财富管理服务并维护客户关系。
  • 推广综合财富管理服务,发掘新业务机会。
  • 协助团队主管指导客户关系经理,并管理营运风险及合规事项。

職位要求

  • 相关学科大学学位或CFA、CFP、CFMP等专业资格优先。
  • 通过保险中介人资格考试或香港证券及投资学会相关考试,并符合受规管活动胜任能力要求。
  • 至少5年投资、保险及银行产品销售经验。
  • 具销售及客户导向、良好沟通能力;普通话熟练为优势。
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 a related discipline OR professional qualifications such as CFA, CFP or CFMP is preferred
Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
Minimum of five years' experience in selling investment, insurance and banking products
Strong sales and customer orientation, with good communication and interpersonal skills
Strong self-motivation and ability to work under pressure
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
High level of customer centricity mindset and ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Be curious and with passion to think deeply and rationally
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
.
RBW2026
RBW 2026RBW
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。