Treasures Relationship Manager

3 weeks ago

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

About DBS Bank

As a leading bank in Asia, DBS Consumer Banking Group is dedicated to helping our customers achieve their financial goals and aspirations. With a comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we strive to provide our customers with tailored financial solutions that meet their unique needs.

Job Summary

We are seeking a skilled and experienced Treasures Relationship Manager to join our team. As a key member of our Consumer Banking Group, you will be responsible for acquiring new high net-worth customers and soliciting business opportunities through proactive cross-selling, referrals, and personal business connections.

Key Responsibilities

  • Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience
  • Collaborate with experienced product specialists in offering professional advice to meet the customers' investment goals and needs
  • Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

Requirements

  • Degree holder in related disciplines
  • Minimum 3 years of sales experience in investment and insurance products in Consumer Banking
  • Qualified to carry out Insurance and Investment regulated activities is a must
  • Sound knowledge of banking, wealth management, and insurance products including equities, unit trust, bonds, and treasury products
  • Strong business acumen, able to analyze and interpret business and financial data
  • Self-starter with a tenacity to succeed, and a flair for selling
  • Customer-focused, with excellent communication and interpersonal skills
  • Certified Retail Wealth Professional preferred
  • HKIB Certified Banker preferred
  • Fluent in Mandarin & English are required
  • Fulfillment of requirements under the Enhanced Competency Framework preferred

What We Offer

We offer a competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports your development and recognizes your achievements. If you are a motivated and results-driven individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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