Assistant Client Service Manager

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.

Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.

Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.

We are currently seeking a high caliber professional to join our department as Assistant Client Service Manager.

Principal responsibilities

• Assist the relationship managers in managing customers assets and investment portfolios by monitoring asset allocation, product mix and risk exposure
• Assist in developing and maintaining customer relationship by making servicing calls and handling customers enquiries
• Handle the daily administration of customer accounts including investment, loans, deposits and other banking transactions

Requirements:

University degree in a related discipline OR other relevant qualifications Passes in the HKSI and IIQE licensing examinations Minimum 3 years experience in banking with knowledge of investment and insurance products experience in dealing with high net-worth customers an advantage Ability to communicate effectively, embrace change and overcome challenges Ability to be resilient in face of difficult situations Good sales and service mindset, with strong communication and interpersonal skills Good knowledge of application software Proficiency in both 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