Avp/vp, treasures private client relationship manager

6 days ago

Central And Western District, Hong Kong SAR China DBS Bank Full time

Job Title: AVP/VP, Treasures Private Client Relationship Manager (21000064)Business Function: DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions. Job Overview: The Treasures Private Client Relationship Manager is responsible for driving TPC business through promoting a full range of wealth management products and services to customers. The role is accountable for the sales, service, customer growth, and retention performance of the TPC segment. Responsibilities: Identify customer needs through financial needs analysis/planning and provide appropriate solutions on a broad range of banking & wealth management products. Offer suitable wealth management products/services in accordance with the customers' profile, promote and explain the products & their associated risks, if any, to the clients. Maintain regular contact with clients to build & deepen relationships and reduce attrition. Update customers on the latest product/market information and their account status to increase utilization & product penetration, and increase share of customer's wallets through portfolio review and cross-selling. Attend to customers' queries on wealth management, including investment & treasury products needs. Maximize client assets and revenues from AUM (Assets Under Management). Requirements: PWMA qualification preferred. Solid credit with strong banking knowledge and business ethics, with a minimum of 5 years' sales experience in consumer banking, preferably with specialization in the affluent/private banking segment. Consistent and proven sales track record in wealth management products. Knowledge of home loans, unit trusts, insurance, wealth management, etc. products of the Bank. Knowledge of financial planning and analysis, credit assessment, and analysis. Knowledge of market trends and competitive activities in general industries; awareness of overseas markets; understanding of competition and reaction to, the impact on, and opportunities created for the TPC segment. Must be a registered RI (Regulated Activities; Types 1 & 4). Degree Holder or equivalent, preferably in Marketing, Finance, or other Business disciplines. CFP, CFA, or equivalent qualifications will be an advantage. Fulfillment of requirements under the Enhanced Competency Framework preferred. Apply Now: We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements. Note: We regret only shortlisted candidates will be notified.#J-18808-Ljbffr

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