Indian Wealth Relationship Manager
1 week ago
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. With a comprehensive range of products and services, including deposits, investments, life insurance, and loans, we offer tailored solutions to meet the diverse needs of our customers.
Responsibilities- Identify and acquire new high net worth customers through proactive cross-selling, referrals, and personal business connections.
- Deliver customer-focused banking and wealth management solutions to enhance customer experience and meet their financial goals.
- Collaborate with experienced product specialists to offer professional advice and meet the customers' investment needs.
- Grow and maximize revenue potential by building strong customer relationships and delivering differentiated solutions.
- Meet licensing requirements, including HKSI papers and Insurance Immediate Qualifying Exams.
- Good exposure in International Banking, with a preference for Indians who have their own customer network.
- Degree holder in related disciplines preferred.
- Minimum 3 years of sales experience in investment and insurance products.
- Qualified to carry out Insurance and Investment regulated activities.
- Sound knowledge of banking, wealth management, and insurance products, including equities, unit trusts, 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.
- Certified Retail Wealth Professional preferred.
- HKIB Certified Banker preferred.
We offer a competitive salary and benefits package, as well as the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
Please check out our recruitment video for more information.
We regret only shortlisted candidates will be notified.
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