Senior Banking Sales Officer, Virtual Relationship Management
HANG SENG BANKHong kongUpdate time: November 15,2019
Job Description

Customer Contact Centre 

Hang Seng's Customer Contact Centre has been ranked one of the best phone banking service providers for consecutive years. Our team strives to provide professional services for a wide range of banking products to address customers' different services and financial needs.

We are currently seeking high caliber professionals to join our team as Senior Sales Officer (Banking), Virtual Relationship Management.


Principal responsibilities

  • Provide personalized banking services provide convenient and personalized banking service to all of our customers
  • Building effective relationships with clients to retain and developing sustainable relationships
  • Promote investment, insurance and banking products for optimizing new business opportunities
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements


  • Diploma or Degree Holder; Form Five or DSE Graduates with relevant working experience will also be considered
  • Passes in the Insurance Intermediaries Qualifying Examinations (IIQE) Paper 1, 2 and 3 and Hong Kong Securities and Investment (HKSI) Paper 1, 7 and 8 an advantage
  • Minimum two years of experience in selling investment, insurance and banking products
  • Experience with relationship manager is preferable
  • Good knowledge of wealth management products, both investment and insurance
  • Customer oriented and able to capture customer financial needs
  • 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 for customers


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