Treasures Relationship Manager

2 weeks ago


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

Job Summary

DBS Bank is seeking a Treasures Relationship Manager to join our team in Hong Kong. The successful candidate will be responsible for promoting financial planning services and wealth management products to our affluent customers.

Key Responsibilities:

  • Promote financial planning services and wealth management products to our affluent customers.
  • Identify customer needs through financial needs analysis and provide appropriate solutions.
  • Offer suitable wealth management products/services and promote them to customers.
  • Attend to customer queries on wealth management and investment products.
  • Meet sales and business targets assigned to maximize revenue contribution to DBS Treasures.
  • Perform regulated activities and TR insurance activities.
  • Attend relevant training and briefings and provide recommendations to DBS Treasures Centre Manager/ Branch Manager.

Requirements:

  • Degree holder, preferably in business or finance-related discipline.
  • Registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
  • Registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
  • Excellent listening skills, ability to influence, self-drive, and highly ambitious.
  • Fluent in Mandarin and English.

About DBS Bank:

DBS Bank is a leading bank in Asia, providing a full spectrum of products and services to help our customers realise their dreams and ambitions. We offer a competitive salary and benefits package and a dynamic environment that supports your development and recognises your achievements.



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