Treasures Business Development Lead

7 days ago


Hong Kong Island, Hong Kong SAR China DBS Bank Full time

Job Title: Treasures Private Client Relationship Manager

Company Overview:

DBS Private Banking offers a one-stop, full-service touch-point for total banking requirements, providing high-quality, timely, and extensive wealth management, investment, and financial solutions to our clients.

Job Summary:

This role is responsible for driving TPC business through promoting a full range of wealth management products and services to customers. The successful candidate will be accountable for sales, service, customer growth, and retention performance of the TPC segment.

Key Responsibilities:

  1. Analyze customers' financial situations and develop tailored solutions to meet their needs.
  2. Promote and sell wealth management products/services that align with customers' profiles and risk tolerance.
  3. Maintain regular communication with clients to understand their needs, preferences, and concerns.
  4. Stay up-to-date with market trends, product offerings, and regulatory requirements to provide expert advice to clients.
  5. Maximize client satisfaction by delivering exceptional service and building strong relationships.
  6. Meet or exceed sales targets and revenue goals from Assets Under Management (AUM).

Requirements:

  1. PWMA qualification preferred.
  2. Minimum 5 years' sales experience in consumer banking, preferably in affluent/private banking.
  3. Strong understanding of financial markets, instruments, and regulatory environments.
  4. Excellent communication, interpersonal, and problem-solving skills.
  5. Ability to work in a fast-paced environment and adapt to changing circumstances.
  6. Registration as a Registered Representative (RI) Types 1 & 4.
  7. Degree Holder or equivalent, preferably in Finance, Marketing, or Business disciplines.
  8. Professional certifications such as CFP, CFA, or equivalents highly valued.


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