汇丰
Manager, Investment Sales Quality Assurance and Business Management - Hang Seng Bank (HK)
Manager, Investment Sales Quality Assurance and Business Management - Hang Seng Bank (HK)
发布于 5 个月前中层管理(经理/总监)
Central, Hong Kong Island, Hong Kong
中级经验
全职员工
混合式弹性办公
本科
运营管理
Compliance
Risk Management
Customer Service
Pc Skills
Hksi
AI 估算 · 50k–80k
经理级别、投资销售QA岗位，要求专业资格，薪资在银行中属中高水平，市场竞争力强。
职位详情
关于这个职位
该职位负责监控高净值客户投资服务的端到端质量，制定内部政策与流程，确保销售活动合规，并管理相关项目
需要扎实的投资产品知识、经理级经验及中英文沟通能力
适合希望在商业银行领域从事质量保证与业务管理的专业人士
最低要求
大学学历或经证实的银行/投资经验
经理级别或类似角色的经验
良好的投资产品知识
中英文流利
熟练使用PC及办公软件（Word, Excel, PowerPoint）
自我驱动力强，能独立工作并承受压力
优秀的组织、逻辑思维和分析能力
强烈的责任感和服务意识
良好的沟通和人际能力
入职6个月内通过HKSI Licensing Examination（HKMA RI Type 1, 4, 7）
工作职责
监督高净值投资客户的端到端旅程，包括客户入职流程、内部系统设计、产品工作流和客户管理
支持或管理部门相关的项目、倡议或计划，包括领导/协助确定项目方法，建立利益相关者共识
审查和制定内部政策和程序，以保持高客户服务质量和合规标准
与其他部门合作推动投资合规倡议
确保销售活动符合集团/银行的内部控制标准，所有活动按照相关指引和程序手册进行
优先资格
持有香港银行学会的Enhanced Competency Framework (ECF) 或 Certified Banker (CB) 专业资格者优先
AI 洞察
优缺点分析
优点
- Work for a renowned global bank with a strong presence in Hong Kong.
- Exposure to high-net-worth investment processes and compliance frameworks.
- Hybrid work model offers flexibility.
- Opportunity to develop expertise in investment sales quality assurance.
- Requires passing HKSI exams within 6 months, adding pressure.
- High responsibility for compliance and customer service quality in a regulated environment.
- May involve dealing with complex stakeholder expectations across departments.
- This role is ideal for experienced banking professionals with strong investment knowledge and a background in quality assurance or business management, who seek a mid-level management position in a leading bank.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to senior management roles in investment sales or business management within the bank.
- Specialize in compliance or risk management in the commercial banking sector.
- Opportunity to lead larger projects and cross-functional teams.
- Oversee the end-to-end customer journey for high-net-worth investment clients, including onboarding, system design, and workflow.
- Manage projects and initiatives related to investment sales quality assurance and business management.
- Review and formulate internal policies to ensure compliance and high service quality.
- Collaborate with other departments to drive investment compliance initiatives.
- Strong knowledge of investment products and the financial market.
- Proven managerial experience and project management skills.
- Excellent communication and interpersonal skills in Chinese and English.
- Proficiency in PC applications and analytical thinking.
申请策略
- Tailor your resume to reflect the 'high-net-worth' investment context and customer service orientation.
- Research Hang Seng's commercial banking business and recent compliance trends to discuss in interviews.
- Emphasize managerial experience and achievements in quality assurance or compliance.
- Highlight specific investment product knowledge and relevant certifications (e.g., ECF, CB).
- Demonstrate project management skills with concrete examples.
- Showcase bilingual communication abilities in a corporate setting.
- Prepare for HKSI Licensing Examination to meet the requirement.
- Enhance knowledge of Hong Kong banking regulations and investment compliance.
面试指南
- Use the STAR method (Situation, Task, Action, Result) for behavioral questions.
- Demonstrate knowledge of Hong Kong regulatory environment and investment products.
- Show proactive communication and conflict resolution skills.
- Describe your experience in managing investment sales quality assurance processes.
- How do you ensure compliance with internal and regulatory standards?
- Give an example of a project you led that improved customer journey or service quality.
- How do you handle pressure when managing multiple stakeholders and deadlines?
- What is your approach to training staff on new policies or procedures?
职位点评
71
综合评分
Reputable bank, hybrid work, strong developmental potential, but limited innovation and unclear WLB.
更适合这类人
This role is best for candidates motivated by career development and professional growth in a stable banking environment, with moderate compensation and flexibility.
表现最好
成长发展
相对薄弱
使命价值
薪资福利75
成长发展80
工作生活70
使命价值60
薪资福利
75中等
The role offers competitive compensation for a manager level at a leading bank, though salary is not explicitly disclosed and depends on experience. Benefits are not detailed in the JD, but typical bank perks may apply.
薪资信号未披露（AI估算：50K-80K/月）
成长发展
80较高
The job provides opportunities to manage projects, develop policies, and gain expertise in investment compliance. The requirement to pass HKSI exams indicates a focus on professional growth, though no explicit promotion path is mentioned.
技术前沿传统/成熟技术
技术栈Investment Products、Compliance、Project Management
成长机会HKSI Licensing Examination
业务类型profit_center
工作生活
70中等
Hybrid work style is offered, but the JD does not specify remote days. The location in Central, Hong Kong is a central business district, and no WLB signals are mentioned. Overtime is not addressed, but bank roles can be demanding.
工作模式混合式弹性办公
办公地点市区核心地段
加班情况未提及（无法判断）
使命价值
60中等
The role contributes to maintaining high service quality and compliance in banking, which has moderate social impact. The banking industry is mature and stable; innovation is not emphasized.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
Watch Jobs