Current jobs related to Senior Associate Relationship Manager - Hong Kong, Central and Western District - DBS Bank (Hong Kong) Limited

  • Associate Relationship Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    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...

  • Senior Compliance Associate

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ashford Benjamin Full time

    We are seeking a Senior Compliance Associate to join our team. As a Senior Compliance Associate, you will be responsible for providing regulatory compliance advisory to our APAC businesses. You will identify rules and regulation updates, establish effective compliance programs, implement compliance frameworks and procedures, and oversee general compliance...

  • Relationship Manager

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Bloomberg Full time

    At Bloomberg, our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we're responsible for delivering this data, news, and analytics through innovative technology - quickly and accurately. The Role: The Content Acquisition & Business...

  • Treasures Relationship Associate Leader

    3 days ago

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

    Treasures Relationship AssociateDBS Consumer Banking Group is seeking a skilled professional to join our team as a Treasures Relationship Associate. In this role, you will be responsible for building relationships with customers, identifying their needs, and providing solutions.Key AccountabilitiesReactivate existing treasures customers to identify their...

  • Senior Relationship Manager

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hornby Chapman Full time

    Hornby Chapman, a leading Financial Institution with offices in multiple jurisdictions, is seeking an experienced Senior Relationship Manager to join their client service team based in Hong Kong.The successful candidate will be tasked with managing a number of large clients in Hong Kong. This role requires candidates to have a minimum of 5 years experience...

  • Management Associate

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China GP Batteries Full time

    Greetings from GP Batteries! We are currently seeking an experienced Management Associate - Senior Role to join our dynamic team. As a Management Associate, you will be responsible for a wide range of tasks that support the overall efficiency and success of our organization.Job Description:In this role, you will have the opportunity to contribute to various...

  • Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group

    3 days ago

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

    Job Description - Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group (2400007P)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...

  • Senior Relationship Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Senior Sales and Relationship Manager

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China The Sovereign Group Full time

    The Sovereign Group is looking for a Senior Sales and Relationship Manager to join our team. As a key member of our corporate services division, you will be responsible for developing and maintaining strong client relationships, identifying new business opportunities, and delivering trust seminars in PRC China locations.The ideal candidate will have over 4...

  • Senior Relationship Manager, Liabilities

    2 days ago

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

    Job OverviewThis Senior Relationship Manager role is responsible for leading a team of Relationship Managers to grow the SME business, set sales targets and goals, and provide training and guidance to achieve the defined goals.Main Responsibilities:Lead a high-performing team to meet/exceed sales KPIs.Build strong networks for sourcing new-to-bank customers...

  • Senior Relationship Director

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    We are currently hiring seasoned Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our prestigious Private Swiss Bank.About the RoleThe ideal candidate will have a minimum of 5 years' experience in private banking, with a proven ability to build, manage, and grow a portfolio of ultra-high-net-worth individuals.Demonstrated...

  • Head of Senior Relationship Management

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    The Head of Senior Relationship Management (Asia South, Asia North & Australia) is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The...

  • Relationship Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Senior Relationship Management Specialist

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China ITPro2 Limited Full time

    Senior Relationship Management SpecialistAt ITPro2 Limited, we're seeking a seasoned Senior Relationship Management Specialist to join our team. As a key member of our customer success team, you will be responsible for driving business growth through strategic relationship management and customer engagement.Your primary focus will be on coordinating between...

  • Trust Associate/Manager/Director

    2 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Barson Executive Search Ltd Full time

    Direct message the job poster from Barson Executive Search Ltd Our independent trust and fiduciary services firm client wants to grow their Trust Advisory team in Hong Kong. Reporting to the CEO, the Trust Associate/Manager/Director, Business Development, Hong Kong will build, manage, and take responsibility for trust structures administered by the...

  • Senior Relationship Manager

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...

  • Relationship Manager

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment,...

  • Senior Relationship Banker

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    Ateca Consulting is seeking experienced Private Bankers, Senior Private Bankers, and Senior Relationship Managers to join our team.The successful candidate will be responsible for managing a portfolio of ultra-high-net-worth individuals and building relationships with current and prospective clients.About the Role:Manage a portfolio of high net worth...

  • Senior Relationship Management Executive

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time

    We are seeking skilled professionals to fill senior roles in our private banking division, covering locations in Asia, Europe, and the Middle East.Key Responsibilities:Oversee the management of high-value client relationships and ensure exceptional client experience.Analyze market trends and provide insights to drive business growth and optimize investment...

  • Senior Relationship Manager

    4 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China The Bank of East Asia, Limited (BEA) Full time

    Key AccountabilitiesThe successful candidate will be responsible for leading the Commercial Banking Department, driving business growth, and enhancing client relationships. Key accountabilities include:Leadership and StrategyDepartment Leadership: Oversee the day-to-day operations of the Commercial Banking Department, ensuring alignment with bank-wide goals...

Senior Associate Relationship Manager

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

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
  1. Degree holder, preferably in business or finance related discipline;
  2. Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and
  3. 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.]
  1. Preferably be registered CI - CRWP (ECF-RWM).
  2. CFP and CFA designation would be an advantage.
  3. Excellent listening skills, with an inquisitive mind.
  4. Strong ability to influence.
  5. Self-drive and highly ambitious.
  6. Good written and verbal communication skills.
  7. Fluent in Mandarin and English are required.
  8. 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.
-en
-en