Wealth Management Consultant for High Net Worth Individuals

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
Company Overview

DBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients.

Job Summary

We are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management solutions to our high net worth individual clients.

Key Responsibilities
  • Develop and implement comprehensive wealth management strategies for high net worth individual clients, maximizing their assets and revenues from investments.
  • Nurture and retain existing client relationships, while continuously developing new business opportunities to attract and win new clients.
  • Act as a personal wealth manager, providing a single point of entry into the bank with efficient access to a network of specialists.
Requirements
  • PWMA qualification preferred.
  • Solid credit with strong banking knowledge and business ethics, minimum 7 years of private banking experience.
  • Excellent connections in the respective private banking market.
  • Well-versed in banking reforms and regulatory changes.
  • Strong knowledge of private banking products and services.
  • Must be registered RI (Regulated Activities; Types 1 & 4).
  • Degree holder or equivalent, preferably in marketing, finance, or other business disciplines.
Benefits

We offer a competitive salary range HKD 600,000 - 800,000 per annum, plus benefits package and professional development opportunities.



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