[上海]恒生银行（中国）有限公司

职位：客户发展经理（上海）
发布时间：2026-08-21
工作地点：上海
信息来源：前程无忧(51JOB)
职位类型：全职
职位描述
职能类别:金融产品经理
Job Duties:
1. Solicit potential customers by providing appropriate retail banking and wealth management solutions that meet the needs of the customers.
2. Manage and follow potential sales leads to explore referral opportunities.
3. Cooperate with Segment Specialists to organize marketing activities, customer events, channel events etc., to explore new business opportunities.
4. Cooperate with PRM / PRO / BDO Team to deliver HACN’s wealth management solutions and banking services to target customers in an effective and efficient manner in order to maintain the customer base they bring to the bank.
5. Maintain Group’s internal control standards, including the timely implementation of internal and external audit findings together with any issues raised by external regulators.
6. Ensuring all compliance and risk control measures are undertaken to minimize business operation risk exposures
7. Answer customer enquiries regarding our RB&W products and services in a timely and appropriate manner.
8. Reinforce awareness of high standard service quality and professional practices.

Job Requirement:
1. Bachelor’s degree or above.
2. Knowledge in retails banking business and services; good understanding in local customers.
3. Strong business development sense and good service orientation, out-going and aggressive personality, good communication and interpersonal skills, ability to work under pressure.
4. Basic reading and writing skill in English, with general knowledge of PC application software. 公司简要介绍：
公司名称:恒生银行（中国）有限公司
公司类型:外资（欧美）
公司规模:500-1000人
公司介绍:恒生银行（中国）有限公司（恒生中国）成立于2007年5月，为恒生银行全资附属公司，总部设于上海浦东，并在内地主要城市设有网点，业务覆盖至珠三角、长三角及环渤海区域，同时辐射中西部地区，为持续增长的本地及有跨境金融需求的客户提供服务。自创立以来，恒生秉持追求卓越、精益求精的服务宗旨，与时俱进，为个人及商业客户提供优质及以客为本的银行、投资和理财服务。

恒生中国积极践行企业社会责任，聚焦生态保护、社区服务及金融素养提升等议题，探索多元共赢的社会责任实践举措，鼓励员工志愿者参加公益活动，致力推动社会可持续发展。

在人才发展方面，我们追求卓越，精益求精，并高度重视人才的凝聚与培养。我们为员工提供富有挑战的工作机会、完善的培训体系以及广阔的职业发展平台，期待更多优秀人才加入，与我们一同成长，共创未来。