Financial Services Relationship Manager
2 weeks ago
DBS Bank (Hong Kong) Limited is a leading financial institution in Asia, dedicated to helping customers achieve their financial goals and aspirations. As a market leader in consumer banking, we offer a comprehensive range of products and services that cater to the diverse needs of our customers.
About the Role
The Associate Vice President will be responsible for building and deepening relationships with affluent customers, providing them with tailored financial solutions and promoting wealth management products and services. This role requires excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment.
Key Responsibilities
- Promote financial planning services and wealth management products to customers
- Acquire new affluent customers and cross-sell banking, insurance, and investment products
- Identify customer needs through financial needs analysis and provide appropriate solutions
- Attend to customer queries and perform call activities in line with Relationship Management Model
- Meet sales and business targets assigned by DBS Treasures Centre Manager and/or Branch Manager
Requirements
- Degree holder in business or finance-related discipline
- Registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8
- Registered TR (General* & Long Term (incl. linked long term)) with passes in IIQE papers 1, 2*, 3 & 5
- Preferably registered CI - CRWP (ECF-RWM)
- Excellent listening skills, strong ability to influence, and self-drive
- Good written and verbal communication skills, fluent in Mandarin and English
Benefits
We offer a competitive salary and benefits package, as well as opportunities for professional development and recognition of achievements. If you are a results-driven individual with excellent communication and interpersonal skills, please submit your application.
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