Private Banking Relationship Manager

5 months ago


Hong Kong, Hong Kong SAR China DBS Bank Full time

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.

Responsibilities

Provide a “Wealth Management” solutions / advice to High Net Worth Individual Find, Attract and Win new clients Nurture and Retain existing clients and entice former clients back into the Bank Continuously develop relationships with a portfolio of clients Provide a “Single Point of entry” into the Bank with an efficient access to a network of specialists Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets  Maximize client assets and revenues from its AUM (Asset Under Management)

Requirements

With PWMA qualification will be preferred Solid credit with strong banking knowledge and business ethics, with minimum 7 years of private banking experience Excellent connections in the respective private banking market Well-versed in the Banking Reforms / Regulatory Changes in the market Extremely conscious of the high Sensitivity and Confidentiality requirement of the market  Strong knowledge of Private Banking products and services Must be 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


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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.



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