Job ref no.: CT3128915-01#0044
Hang Seng Bank

RM Portfolio and Segmentation Management Manager

Hang Seng Bank

Retail Distribution - RM Distribution Strategy and Planning


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 280 branches and service outlets, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.


We are currently seeking a high caliber professional to join our branch network as RM Portfolio and Segmentation Manager.


Principal responsibilities

  • Assist in formulating PSE customer portfolio assignment strategies of different streams of CRM with consideration of business needs and CRM model
  • Monitor and analyze loading, purity and efficiency of PSE customer portfolio of different streams of CRM by leveraging management information, and coordinate reassignment when non-complied cases identified.
  • Assist in subdividing customers into clearly identifiable segments and establishing and implementing a structured portfolio reassignment framework for inactive customer portfolio different segments to assure all portfolio will be managed in efficient ways
  • Devise and implement plans for RSS sales and service model for Signature clients and Signature RM by working with internal/external stakeholders in order to fulfil Signature clients’ wealth management needs and thus to uplift portfolio penetration


  • University degree with a minimum of 5 years’ relevant experience
  • Excellent communication and interpersonal skills; Able to work independently and under pressure
  • Customer centric mindset and ability to manage complex interactions effectively
  • Ability to bring divergent ideas to create new and valuable solutions
  • Proficiency in both English and Chinese


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 ref no. CT3128915-01#0044
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 20 years or above
Career Level
  • Middle management level
  • Degree