Treasures Private Client Relationship Manager
2 days ago
Treasures Private Client Relationship Manager ) 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 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 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. Attend to customers’ queries on wealth management incl. investment & treasury products needs. 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 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 trust, 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 TPC segment. 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. The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here. 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. The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description - AVP/VP, Treasures Private Client Relationship Manager ) AVP/VP, Treasures Private Client Relationship Manager - ) 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...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking AK) Job Description Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking - ( AK ) Business Functions DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the...
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hong kong, Hong Kong SAR China DBS Bank Full timeOverview Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking – DBS Bank Join to apply for the Analyst to AVP, Assistant Relationship Manager, Treasures Private Client, Private Banking role at DBS Bank. Business Functions DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements...
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Hong Kong Island, Hong Kong SAR China DBS Full timeA leading financial institution based in Hong Kong seeks a VP, Treasures Private Client Investment Counsellor to provide investment strategies and advisory to high-net-worth clients. The ideal candidate will have a degree in finance or business along with a CFA certification and extensive experience in financial institutions. You will manage client...
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Executive Director, Head of Business Marketing
2 weeks ago
Hong Kong Island, Hong Kong SAR China DBS Bank Full timeExecutive Director, Head of Business Marketing (DBS Private Bank and Treasures Private Client) Business Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Working closely with all units within the DBS Group, we create and execute integrated...
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Hong Kong Island, Hong Kong SAR China DBS Full timeExecutive Director, Head of Business Marketing (DBS Private Bank and Treasures Private Client) Job Description Business Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Working closely with all units within the DBS Group, we create and...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - VP, Treasures Private Client Investment Counsellor S) Job Description VP, Treasures Private Client Investment Counsellor - ( S ) 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...
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeA leading financial institution is seeking an experienced AVP/VP, Treasures Private Client Relationship Manager to enhance client relationships within wealth management services. The ideal candidate should have at least 5 years of sales experience in consumer banking and possess strong banking knowledge. Responsibilities include identifying customer needs,...
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Executive Director, Head of Business Marketing
2 weeks ago
Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeBusiness Function Group Strategic Marketing & Communications is responsible for building, protecting, and enhancing the DBS brand in an increasingly commoditised banking industry. Working closely with all units within the DBS Group, we create and execute integrated strategies that focus on communications especially digital communications, marketing and...
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Hong Kong Island, Hong Kong SAR China DBS Full timeJob Description - AVP/VP, Client Service Manager, Treasures Private Client, Private Banking AH) 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...
