Treasures Private Wealth Manager
4 days ago
Company Overview
\DBS Bank offers a full-service banking experience for its clients. We provide a range of wealth management products and services to cater to our clients' needs.
\Job Description
\The Treasures Private Client Relationship Manager is responsible for driving business growth through promoting a full 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:
\- \
- IDentify customer needs through financial needs analysis/planning and provide appropriate solutions on a broad range of banking & wealth management products.\
- Offer suitable wealth management products/services in accordance with the customers' profile, promote and explain the products & their associated risks, if any, to the clients.\
- Maintain regular contact with clients to build & deepen relationships and reduce attrition.\
- Update customers on the latest product/market information and their account status to increase utilization & product penetration, and increase share of customer's wallets through portfolio review and cross-selling.\
- Attend to customers' queries on wealth management, including investment & treasury products needs.\
- Maximize client assets and revenues from AUM (Assets Under Management).\
- \
Requirements:
\- \
- PWMA qualification preferred.\
- Solid credit with strong banking knowledge and business ethics, with a minimum of 5 years' sales experience in consumer banking, preferably with specialization in the affluent/private banking segment.\
- Consistent and proven sales track record in wealth management products.\
- Knowledge of home loans, unit trusts, insurance, wealth management, etc. products of the Bank.\
- Knowledge of financial planning and analysis, credit assessment, and analysis.\
- Knowledge of market trends and competitive activities in general industries; awareness of overseas markets; understanding of competition and reaction to, the impact on, and opportunities created for the TPC segment.\
- Must be a registered RI (Regulated Activities; Types 1 & 4).\
- Degree Holder or equivalent, preferably in Marketing, Finance, or other Business disciplines.\
- CFP, CFA, or equivalent qualifications will be an advantage.\
- Fulfillment of requirements under the Enhanced Competency Framework preferred.\
- \
Benefits
\We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Title: AVP/VP, Treasures Private Client Relationship Manager (21000064) Business Function: DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset...
-
Private Wealth Manager
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HK Job Consulting Full timeHK Job Consulting is seeking an experienced Private Wealth Manager to join our team in Hong Kong. As a key member of our private wealth management department, you will be responsible for providing bespoke financial solutions to high-net-worth clients.Key ResponsibilitiesWealth Management: Develop and implement comprehensive wealth management plans to meet...
-
Directors for Private Wealth Management
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeAteca Consulting is seeking a seasoned Director to lead our private banking team in Hong Kong.This is an exciting opportunity for the right candidate to join a prestigious global private bank and take advantage of a unique compensation structure.As a member of our team, you will have the chance to work with high-net-worth clients and deliver tailored wealth...
-
Private Wealth Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeResponsibilitiesBuilding tight relationship with VIP clients to complete team AUM and revenue target Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according to their needs, desires and risk profile Be in responsible for the VIP client services, including account opening, maintenance, and other...
-
Private Wealth Management Opportunity
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeSalary and BenefitsWe offer a lucrative package consisting of a competitive salary and performance-based bonuses. Our elite banking network provides an opportunity to lead and expand teams in a high-growth market, while our top-tier institution boasts a strong reputation for private wealth management.
-
Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Full timeAbout the RoleWe are seeking an experienced Executive Director, Private Wealth Management to join our team in Hong Kong. As a key member of our Wealth Planning and Family Advisory team, you will be responsible for developing and executing strategies to drive business growth, deepen client relationships, and deliver exceptional customer experiences.The...
-
Treasures Client Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeKey Responsibilities">This position requires a skilled professional who can:">Foster strong relationships with affluent clients through personalized financial planning and solutions.Provide superior customer service by addressing customer queries and executing transactions efficiently.Stay updated on market trends and offer suitable wealth management...
-
Executive Director Private Wealth
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full time**Job Description:**We are seeking ED/MD-level Private Bankers to join our Hong Kong office. As a Senior Private Banking Leader, you will be responsible for managing $300M+ portfolios for HNW/UHNW clients, delivering tailored wealth solutions and driving growth.
-
Private Wealth Management Director
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout HSBC Global Private BankingWe offer a comprehensive range of services to help high net worth and ultra-high net worth individuals achieve their financial goals. From investment management to wealth and succession planning, we provide expert advice and tailored solutions to meet the complex needs of our clients.The successful candidate will be...
-
Head of Private Wealth Management
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time**Job Description**Ocorian's Private Client business is expanding rapidly, and we are seeking a talented leader to join our team in Hong Kong. As Head of Private Client, you will be responsible for developing and executing strategies to drive growth and improve client satisfaction.You will lead a team of professionals who provide high-quality service to our...
-
Wealth Management Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeCompany OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in Asia, providing a comprehensive range of financial services to individuals and businesses. Our Private Banking division offers bespoke wealth management solutions to high net worth individuals and families, helping them achieve their financial goals through our expertise and...
-
Head of Private Wealth Management
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full timeOur Commitment to ExcellenceOcorian is dedicated to delivering exceptional results for our clients. As a Regional Director of Private Banking, you will be part of a dynamic team that strives for excellence in everything we do.About UsOcorian is a leading global provider of private client solutions, serving high net worth individuals and family offices...
-
Regional Wealth Management Director
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full timeJob DescriptionThe Regional Wealth Management Director will be responsible for developing business strategies focused on wealth managers, leveraging their extensive knowledge in private markets and alternatives products. This role requires strong academic background, over 16 years of experience in asset or wealth management, and proven track record in client...
-
Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full timeCompany OverviewFutu Securities International (Hong Kong) Limited is a reputable financial institution dedicated to providing exceptional services to its clients.Job DescriptionWe are seeking an experienced and highly skilled Private Wealth Manager to join our team in Shenzhen. As a key member of our PWM team, you will be responsible for building and...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full timeJob Description - Associate, Treasures Relationship Manager, Consumer Banking Group (WD71379) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services,...
-
Wealth Management Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeWealth and Personal BankingWealth and Personal Banking (WPB) helps deliver on HSBC's purpose by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.Our international network and breadth of expertise enable us to support individuals, families, business owners,...
-
Wealth Management Professional
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank of China Full timeJob Overview:As a Wealth Management Professional, you will assist in analyzing market trends and preparing investment proposals. This role is ideal for individuals who want to develop their skills in private banking and wealth management.Key Responsibilities:Support Investment Consultants in researching market trends and developing investment...
-
Hong Kong, Central and Western District, Hong Kong SAR China The Profile Group (HK) Ltd (a Wilson Company) Full timeCompany Overview">The Profile Group (HK) Ltd, a leading member of the Wilson Companies, is establishing its presence in Hong Kong's thriving wealth management sector. Our esteemed firm seeks an exceptional professional to fill the role of Chief Operating Officer for Private Wealth.Job Description">As COO, you will play a pivotal role in driving the...
-
Hong Kong, Central and Western District, Hong Kong SAR China Raffles Family Office Full timeTalent Acquisition RoleWe are looking for a seasoned professional to join our talent acquisition team as a Vice President, Talent Acquisition (Wealth Management). The ideal candidate will have a strong background in private banker recruitment and excellent communication skills.ResponsibilitiesProactively identify, source, and attract high-quality...
-
Senior Private Banker
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Ateca Consulting Full timeA prestigious global private bank is seeking experienced leaders to join their Hong Kong office. This opportunity rewards success and leadership in the field of private banking.As a senior private banker, you will be responsible for managing large portfolios, delivering tailored wealth solutions, and driving growth.Leadership experience: 8-10+ years in...