Manager, Corporate Wealth

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, Corporate Wealth

Principal responsibilities

• Conduct marketing activities of investment and insurance business for commercial banking customers
• Build and manage portfolio of investment and insurance customers, maintain good customer relationship and provide quality after-sales services
• Identify business opportunities through direct customer contact and referral to maximize the sales and penetration of investment and insurance products to target customer segment
• 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

Requirements

• University degree in Business Administration, Finance or related disciplines with minimum of 2 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. 

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.