Treasures Private Client Relationship Manager

3 weeks ago


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

Business Function

DBS Bank's Private Banking division offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors provides personalized service and expert guidance to help clients achieve their financial goals.

Key Responsibilities

  • Conduct thorough financial needs analysis to identify client requirements and provide customized solutions.
  • Develop and maintain strong relationships with clients to understand their financial objectives and provide timely advice on wealth management products and services.
  • Stay up-to-date with market trends and competitor activity to ensure clients receive the best possible advice.
  • Collaborate with internal stakeholders to deliver exceptional client service and drive business growth.
  • Meet or exceed sales and revenue targets through effective cross-selling and upselling of wealth management products.

Requirements

  • Strong understanding of wealth management products and services, including investment and treasury products.
  • Proven sales and relationship-building skills, with a track record of meeting or exceeding sales targets.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Knowledge of financial planning and analysis, credit assessment, and market trends.
  • Registration as a Regulated Activities (RI) professional is required.

What We Offer

DBS Bank offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to fostering a dynamic and inclusive work environment that supports the success of our employees.



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