Senior Relationship Banking Specialist

4 days ago


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

Job Overview

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As a key member of the DBS Consumer Banking Group, this role plays a pivotal part in helping our affluent clients achieve their financial goals. With a deep understanding of their needs and preferences, we deliver tailored solutions that meet their evolving requirements.

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Duties and Responsibilities

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  • Maintain regular contact with existing customers to build lasting relationships and ensure seamless account management.
  • Update clients on the latest product offerings and market trends to increase portfolio utilization and penetration.
  • Handle customer inquiries and execute transactions efficiently while keeping abreast of economic and financial market developments.
  • Cross-sell other consumer banking products to staff members for follow-up, thereby enhancing our overall service standards.
  • Comply with bank policies, regulatory requirements, and internal controls to maintain the highest level of security and integrity.
  • Collaborate closely with colleagues to achieve team objectives, promoting teamwork and unity within the organization.

Requirements and Qualifications

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  • Degree holder in a business or finance-related field is preferred.
  • Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
  • Must be registered TR (General* & Long Term (incl. linked long term)) with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
  • Preferably registered CI – CRWP (ECF-RWM) with CFP and CFA designation as an added advantage.
  • Excellent listening skills, self-driven, highly ambitious, and fluent in Mandarin and English are essential.


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