Senior Wealth Management Client Manager

3 weeks ago


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

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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