Senior Wealth Management Client Manager
3 weeks ago
About the Role
As a Senior Wealth Management Client Manager at DBS Bank, you will play a key role in identifying and acquiring new high net worth clients, providing tailored financial solutions, and driving business growth.
Key Responsibilities
- Develop and execute strategies to acquire new high net worth clients through cross-selling, referrals, and personal business relationships.
- Provide personalized financial planning and wealth management solutions to clients, including investment and insurance products.
- Analyze clients' financial needs and provide suitable solutions, including investment portfolio management and financial planning.
- Stay up-to-date with market trends and competitor activity, and identify opportunities to increase client wallet share.
- Ensure compliance with regulatory requirements, including sales processes, licensing, and anti-money laundering procedures.
- Collaborate with internal teams to deliver exceptional client service and drive business growth.
Requirements
- University degree in a relevant field, preferably in business or finance.
- At least 3 years of experience in consumer banking sales, preferably in high net worth client service.
- Registration with the Insurance Authority (IA) and passing of relevant exams.
- Registration with the Hong Kong Institute of Certified Public Accountants (HKICPA) and passing of relevant exams.
- Fluency in Mandarin, Cantonese, and English.
- Excellent written and verbal communication skills.
What We Offer
Competitive salary and benefits package, as well as opportunities for professional growth and development.
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