Relationship Support Officer I (Cross Border)

If you’re looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Retail Distribution Department

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 around 255 branches and automated banking centres, including around 50 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. 

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking a high caliber professional to join our department as Relationship Support Officer (CBB).

Principal responsibilities

• Provide efficient, direct support to Relationship Manager in delivering a consistent, high quality customer services to maintain active customer contact and improve portfolio intimacy and customer connectivity including answer incoming phone calls for Relationship Manager
• Strengthen customer relationship with Relationship Manager by proactively fulfilling their Retail Banking needs so as to improve customer satisfaction
• Proactively solicit business referral to support Relationship Manager to grow their business portfolio & activity planning
• Initiate and maintain effective communication and cooperation with paired Relationship Manager in achieving business target
• To ensure smooth daily administrative and operations support are right in place for Relationship Manger in handling customers and working counterparts related matters

Qualifications

• University degree in Business Management, Banking, Finance or a related discipline OR other relevant qualification is preferable
• Minimum 2 years of work experience in banking/financial services work experience.
• Strong sales and customer service orientation, with self-motivation and ability to work under pressure
• Good communication and interpersonal skills, proficiency in both English and Chinese, with proficiency in Putonghua will be an advantage
• Good understanding of banking products market trend, product knowledge, and product development
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Pass the Hong Kong Securities Institute Licensing Examinations 1,7,8 and fulfil the competency requirements to carry out regulated activities as defined under the Regulator
• More experience candidate, passes in the Insurance Intermediaries Qualifying Examinations I, II, III & Hong Kong Securities Institute Licensing Examinations 1,7,8 will be considered as Relationship Support Officer II

RBW

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.