Published 1 day ago

Senior Relationship Manager II - Private Banking and Trust Services

Hang Seng Bank

Job Description

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.

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.

Private Banking Department - Private Banking and Trust Services

We are currently seeking a high caliber professional to join our department as Senior Relationship Manager II.

Principal responsibilities

  • Develop and manage a portfolio of ultra HNW private banking customers
  • Provide investment advice and deliver premium service to customers and execute their orders
  • Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
  • Manage the credit quality and monitor the exposure of customers’ loan portfolios
  • Work with internal departments to solicit business referrals

Requirements

  • University degree in a related discipline OR other relevant qualifications such as CFP or CFA
  • Passes in the HKSI licensing examinations
  • Around 8 to 10 years’ banking experience, with good knowledge of investment products
  • Strong sales orientation and ability to work under pressure
  • Ability to communicate effectively, embrace change and overcome challenges
  • Strong desire to learn and able to work in Agile environment
  • Good communication, interpersonal, analytical and relationship management skills
  • Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Ability to communicate effectively, embrace change and overcome challenges
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customersVisit 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.

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.

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.

Job Particulars

Job source
CTgoodjobs
Job reference
3151715-01#4955
Date published
04 Dec 2025
Job keywords
Banking / Finance - Client Service, Banking / Finance - Investment, Banking / Finance - Private Banking, Banking / Finance - Relationship Management, Banking / Finance - General / Others, Banking, Central, Full-time, Permanent, Middle management level, Degree, Agile, Analytical, CFA, CFP, Career Development, Credit, HKSI, Investment, Investment Products, Loans, Portfolio Analysis, Private Banking, Putonghua, Relationship Management, Relationship Manager, Service Excellence, Wealth Management / Financial Planning / Private Banking Manager, Written English
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