A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering...

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Customer Relationship Assistant

Job level Senior
Work exp 2 Years To 15 Years or above
Education Bachelor Degree
Location
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Retail Banking / Branch Banking
Published On 28/12/2018

OPERATIONS AND PROCESSING DIVISION
INVESTMENT OPERATIONS DEPARTMENT
INVESTMENT OPERATIONS OFFIC

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 250 branches and service outlets, including over 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 team as Customer Relationship Assistant.

 

Principal responsibilities

  • Provide sales support to a team of Customer Relationship Managers with focus on getting appointments and supporting Customer Relationship Managers in servicing their customers
  • Support the Customer Relationship Managers in preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through the sales process
  • Handle customers’ enquiries relating to the Customer Relationship Managers’ portfolio and act as the first point of contact to resolve the issues in routine transactions
  • Maintain awareness of operational risks and adhere to relevant policies and guidelines

 

Requirements

  • University degree in a related discipline is preferred
  • Minimum of 2 years' working experience in the banking industry and good knowledge of banking products and services
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services

 

 

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 suchdata 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.