Posted on 2021-10-11
Hang Seng Bank Limited

Relationship Manager Team Leader

Hang Seng Bank Limited

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are currently seeking a high caliber professional to join our team as Relationship Manager Team Leader.


Principal responsibilities

  • Support the section head to manage the RM team to acquire, retain and develop sustainable relationships of mainland customers to achieve assigned KPIs
  • Solicit new business to identify opportunities for wealth management penetration and grow revenue
  • Maintain close working relationships with different stakeholders and product owners to execute strategy, sales and service model for offshore banking business
  • Organize experience sharing and role play sessions to enhance team members’ knowledge and reinforce customer servicing skills
  • Manage operational risk, including its identification, assessment, mitigation and controls, loss identification and reporting by observing the relevant policies and guidelines issued by the Bank and the Group



  • University degree or other relevant qualifications such as CFA, CFP or CFM OR
  • HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience
  • Passes in the Hong Kong Securities Institute Licensing Examinations and fulfil the competency requirements to carry out regulated activities as defined under the Regulator
  • Minimum 5 years of sales experience including 3 years in managing the portfolio of high net worth customers
  • Exposure to Mainland market segment and have experience in dealing with Mainland clients will be an advantage
  • Strong understanding of branch services and operations
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Good communication, interpersonal and analytical skills
  • High proficiency in Mandarin is a MUST.  Good command of Cantonese and English is an advantage

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.

More job information
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 20 years or above
Career Level
  • Middle management level
  • Degree