Wealth Management Expert

2 days ago

Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
Job Overview
DBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.

About the Role
  • Promote full range of wealth management products and services to customers.
  • Accountable for sales, service, customer growth and retention performance of the TPC segment.

Key Responsibilities
  1. IDentify customer needs through financial needs analysis/planning and provide appropriate solutions on a broad range of banking & wealth management products.
  2. 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.
  3. Maintain regular contact with clients to build & deepen relationship and reduce attrition.
  4. 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.
  5. Attend to customers' queries on wealth management incl. investment & treasury products needs.
  6. Maximize client assets and revenues from its AUM (Asset Under Management)

Requirements
  • 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.

What We Offer
A competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports your development and recognises your achievements.

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