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HSBC Holdings · Mongkok, Kowloon, Hong Kong

# Customer Relationship Manager - Hang Seng Bank (HK)

Mongkok, Kowloon, Hong Kong Manager or lead 

Listed on HSBC Holdings’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on HSBC Holdings’s careers site →](https://portal.careers.hsbc.com/careers/job/563774612208378)

[OpenNash Jobs](https://jobs.opennash.com/) / [HSBC Holdings](https://jobs.opennash.com/companies/hsbc-holdings/) / Customer Relationship Manager - Hang Seng Bank (HK)

## Job description
- Provide financial planning services to high-net-worth customers
- Provide personalised service for this segment of customers to build and maintain good relationships
- Promote investment, insurance and banking products for optimising new business opportunities
- Manage operational risk and observe the relevant policies /guidelines and compliance requirements University level education is an advantage OR HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / "Attained" or above) plus relevant work experience Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
- Minimum of two years' experience in selling investment, insurance and banking products
- Strong sales and customer orientation, with good communication and interpersonal skills
- Strong self-motivation and ability to work under pressure
- Proficiency in both English and Chinese, with proficiency in Putonghua an advantage High level of customer centricity mindset and ability to manage complex interactions effectively Shown strong situation awareness, strong desire to learn and able to work in Agile environment Be curious and with passion to think deeply and rationally

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: Mongkok, Kowloon, Hong Kong[Apply on HSBC Holdings’s careers site →](https://portal.careers.hsbc.com/careers/job/563774612208378)

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