Senior Wealth Management Specialist

4 days ago


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

About DBS Private Banking

DBS' Private Banking offers a comprehensive suite of wealth management solutions, providing clients with tailored investment advice and portfolio management expertise.

Job Overview:

The Treasures Private Client Relationship Manager is responsible for driving TPC business through promoting a range of wealth management products and services to customers. The role is accountable for sales, service, customer growth, and retention performance of the TPC segment.

Key Responsibilities:

  1. Conduct thorough financial needs analysis/planning to identify customer requirements and provide suitable solutions on a broad range of banking & wealth management products.
  2. Promote and explain wealth management products/services in accordance with customers' profiles, highlighting associated risks and benefits.
  3. Maintain regular contact with clients to build and deepen relationships, reduce attrition, and increase client satisfaction.
  4. Provide timely updates on market information, product offerings, and account status to enhance client engagement and increase product penetration.
  5. Attend to clients' queries on wealth management, including investment and treasury products needs.
  6. Maximize client assets and revenues from Assets Under Management (AUM).

Requirements:

  1. PWMA qualification preferred.
  2. Solid credit with strong banking knowledge and business ethics, minimum 5 years' sales experience in consumer banking, preferably in affluent/private banking.
  3. Consistent and proven sales track record in wealth management products.
  4. Familiarity with home loans, unit trusts, insurance, and other Bank products.
  5. Knowledge of financial planning and analysis, credit assessment, and market trends.
  6. Must be a registered RI (Regulated Activities; Types 1 & 4).
  7. Degree Holder or equivalent, preferably in Marketing, Finance, or Business disciplines.
  8. CFP, CFA, or equivalent qualifications an advantage.
  9. Fulfillment of Enhanced Competency Framework requirements preferred.


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