Associate, treasures relationship manager, treasures

1 week ago

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

Job Description - Associate, Treasures Relationship Manager, Treasures & Distribution, CBG & WM (WD72299)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Responsibilities(A) Promotion of Financial Planning Services and Wealth Mgt Products Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc. Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). Offer suitable wealth management products/services in accordance with the customers' profile, promote and explain the products & their associated risks, if any, to the customers. Attend to customers' queries on wealth management incl. investment & treasury products needs. Perform call activities in line with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager. Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures. Perform RI regulated activities and TR insurance activities. Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager.(B) Relationship Building and Account Servicing Maintain regular contact with existing customers to build & deepen relationship 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. Handle enquiries and execute financial transactions/orders & operations for customers. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries. Make cross referral of other consumer banking products to the appropriate staff for follow-up.(C) Customer Experience Management Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers' changing financial needs. Achieve and exceed the service standards set by the Bank.(D) Audit and Compliance Control Adhere to bank's policies, standards, operations guidelines/ procedures, security and internal control measures. Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff's licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in a/c opening & in each deal. Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.(E) Teamwork Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity. Requirements Degree holder, preferably in business or finance related discipline; Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; Must be registered TR (General* & Long Term (incl. linked long term)) with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.(*New staff who does not possess the required general insurance qualification is required to pass the IIQE Paper 2 within three months after the commencement of service.)Preferably be registered CI – CRWP (ECF-RWM). CFP and CFA designation would be an advantage. Excellent listening skills, with an inquisitive mind. Strong ability to influence. Self-drive and highly ambitious. Good written and verbal communication skills. Fluent in Mandarin and English are required. Other competencies in accordance to rank and role based on competency matrix. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified.#J-18808-Ljbffr

  • Associate to AVP, Treasures Relationship Manager, Treasures

    3 weeks ago

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

    Job Description - Associate to AVP, Treasures Relationship Manager, Treasures & Distribution, CBG & WM (WD71707)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

  • Associate to AVP, Treasures Relationship Manager, Treasures

    3 weeks ago

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

    Job Description - Associate to AVP, Treasures Relationship Manager, Treasures & Distribution, CBG & WM (WD71707)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

  • Associate to AVP, Treasures Relationship Manager, Treasures

    4 weeks ago

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

    Job Description - Associate to AVP, Treasures Relationship Manager, Treasures & Distribution, CBG & WM (WD71707)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

  • Associate, Treasures Relationship Manager, Consumer Banking Group

    1 week ago

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

    Job Description - Associate, Treasures Relationship Manager, Consumer Banking Group (WD71379)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...

  • Avp/vp, treasures private client relationship manager

    1 week 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...

  • Assistant Manager

    1 week ago

    Central And Western District, Hong Kong SAR China CITIC Pacific Limited Full time

    Assistant Manager / Senior Officer - Treasury Operation2 days ago Be among the first 25 applicantsAssists Group Treasurer to support operation including mainly key reports writing & tasks follow up;Helps to prepare top management reports for e.g. Executive Committee and Asset & Liabilities Committee;Assists operation team to pursue regular and unstructured...

  • Chief operations manager

    4 weeks ago

    Central And Western District, Hong Kong SAR China Waihong Services Group Full time

    Add expected salary to your profile for insights. Responsibilities: Manage the daily operations of a portfolio of cleaning services contracts. Act as a business partner to develop and maintain relationships with clients. Work closely with internal departments to drive the company in achieving business goals. Motivate and lead the operations team for...

  • Chief Operations Manager

    4 weeks ago

    Central And Western District, Hong Kong SAR China Waihong Services Group Full time

    Add expected salary to your profile for insights.Responsibilities:Manage the daily operations of a portfolio of cleaning services contracts.Act as a business partner to develop and maintain relationships with clients.Work closely with internal departments to drive the company in achieving business goals.Motivate and lead the operations team for development...

  • Analyst / associate, clients relationship manager, wealth management

    4 weeks ago

    Central And Western District, Hong Kong SAR China China Securities Full time

    Analyst / Associate, Clients Relationship Manager, Wealth Management Direct message the job poster from China Securities (International) Finance Holding Company Limited Job Responsibilities Strengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services;...

  • Analyst / Associate, Clients Relationship Manager, Wealth Management

    4 weeks ago

    Central And Western District, Hong Kong SAR China China Securities (International) Finance Holding Company Limited Full time

    Analyst / Associate, Clients Relationship Manager, Wealth ManagementDirect message the job poster from China Securities (International) Finance Holding Company LimitedJob ResponsibilitiesStrengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services;Support...

  • Analyst / Associate, Clients Relationship Manager, Wealth Management

    3 weeks ago

    Central And Western District, Hong Kong SAR China China Securities (International) Finance Holding Company Limited Full time

    Analyst / Associate, Clients Relationship Manager, Wealth ManagementDirect message the job poster from China Securities (International) Finance Holding Company LimitedJob ResponsibilitiesStrengthen the relationships with the existing individual/enterprise/professional institution clients by providing comprehensive and professional financial services;Support...

  • Relationship officer/ manager

    4 weeks ago

    Central And Western District, Hong Kong SAR China 新火科技「SINOHOPE」 Full time

    Get AI-powered advice on this job and more exclusive features. About the Role: Responsible for generating new business and managing key client relationships for our virtual asset investment funds and related products. Familiar with cryptocurrency and blockchain ecosystem. Key Responsibilities: Identify, cultivate and convert new institutional and prospects...

  • Software Engineer

    4 weeks ago

    Central And Western District, Hong Kong SAR China Sebit Company Limited Full time

    On-site Full Time Permanent 2 year or below Entry levelSkills:C#, C++, GitResponsibilitiesDesign and develop cutting edge solutions that tackle exciting computer vision challenges.Implement deep learning solutions in various form factors: PC / IoT / Edge AI device / embedded AI board.Coding and productionizing software.Participate in user requirement...

  • Software Engineer

    3 weeks ago

    Central And Western District, Hong Kong SAR China Sebit Company Limited Full time

    On-site Full Time Permanent 2 year or below Entry levelSkills:C#, C++, GitResponsibilitiesDesign and develop cutting edge solutions that tackle exciting computer vision challenges.Implement deep learning solutions in various form factors: PC / IoT / Edge AI device / embedded AI board.Coding and productionizing software.Participate in user requirement...

  • Assistant retail training manager

    4 weeks ago

    Central And Western District, Hong Kong SAR China Lane Crawford Full time

    Lane Crawford is an internationally renowned luxury department store with over 170 years of success, delivering an exceptional and eclectic product curation with dynamic Asian spirit and values. We are seeking a passionate Senior Retail Trainer/ Assistant Retail Training Manager to carry out our Learning and Development initiatives across our retail...

  • Computer Vision Engineer

    4 weeks ago

    Central And Western District, Hong Kong SAR China Sebit Company Limited Full time

    On-site Full Time Permanent 2 year or above Entry levelSkills:Responsibilities:Design and develop cutting edge solutions that tackle exciting computer vision challenges.Implement deep learning solutions in various form factors: on GPU servers / Edge AI devices / Linux embedded systems.Develop high quality and production-ready software.Data collection, data...

  • Software engineer

    4 weeks ago

    Central And Western District, Hong Kong SAR China Sebit Company Limited Full time

    On-site Full Time Permanent 2 year or below Entry level Skills: C#, C++, Git Responsibilities Design and develop cutting edge solutions that tackle exciting computer vision challenges. Implement deep learning solutions in various form factors: PC / Io T / Edge AI device / embedded AI board. Coding and productionizing software. Participate in user requirement...

  • Software engineer

    1 week ago

    Central And Western District, Hong Kong SAR China Sebit Company Limited Full time

    On-site Full Time Permanent 2 year or below Entry level Skills: C#, C++, Git Responsibilities Design and develop cutting edge solutions that tackle exciting computer vision challenges. Implement deep learning solutions in various form factors: PC / Io T / Edge AI device / embedded AI board. Coding and productionizing software. Participate in user requirement...

  • Premier relationship manager, offshore

    3 weeks ago

    Central And Western District, Hong Kong SAR China OCBC Full time

    Be among the first 25 applicants Responsibilities: Working closely with Business Development Managers to bring in new business and ensure smooth hand-over and partnership in managing customer experience Up-sell, cross sell and provide regular market updates for investment and insurance products to customers Contribute to the bottom-line of Premier Banking...

  • Premier relationship manager, offshore

    4 weeks ago

    Central And Western District, Hong Kong SAR China OCBC Full time

    Be among the first 25 applicants Responsibilities: Working closely with Business Development Managers to bring in new business and ensure smooth hand-over and partnership in managing customer experience Up-sell, cross sell and provide regular market updates for investment and insurance products to customers Contribute to the bottom-line of Premier Banking...