Wealth Advisor, Consumer Banking Group

4 days ago

Hong Kong Island, Hong Kong SAR China DBS Bank Full time

Role Profile

The successful candidate will be responsible for developing and maintaining relationships with affluent customers, identifying their financial needs, and providing tailored solutions on a range of banking, insurance, and investment products.

Main Responsibilities

  • (A) Promotion of Financial Planning Services and Wealth Mgt Products
    • Develop and implement effective strategies to acquire new affluent customers and solicit business opportunities through cross-selling, referral, and personal business connections.
    • Identify customer needs through financial needs analysis/planning and provide tailored solutions on a broad range of banking, insurance, and investment products.
    • Offer suitable wealth management products/services in accordance with the customers' profile, promote, and explain the products and their associated risks to the customers.
    • Attend to customers' queries on wealth management, including investment and treasury products needs.
    • Perform call activities in line with the Relationship Management Model and other sales-related duties as assigned by the DBS Treasures Centre Manager/Branch Manager.
    • Meet all sales and business targets assigned to ensure maximum contribution to the revenue of DBS Treasures.
    • Perform RI regulated activities and TR insurance activities.
    • Attend all relevant training and briefings and reflect customer feedback and competitive situation and recommend suggestions to the DBS Treasures Centre Manager/Branch Manager.
  • (B) Relationship Building and Account Servicing
    • Maintain regular contact with existing customers to build and deepen relationships, reduce attrition, and increase utilization of products.
    • Update customers on the latest product information and market trends to increase product penetration and share of wallet.
    • Handle customer enquiries and execute financial transactions/orders and operations.
    • Stay current with economic and financial markets to attend to customer queries effectively.
    • Cross-reference other consumer banking products to the appropriate staff for follow-up.
    • Achieve and exceed service standards set by the bank.
  • (C) Customer Experience Management
    • Deliver exceptional customer service and professional financial solutions through discreet financial needs analysis/planning that satisfies customers' changing financial needs.
    • Achieve and exceed the service standards set by the Bank.
  • (D) Audit and Compliance Control
    • Adhere to bank's policies, standards, operations guidelines/procedures, security and internal control measures.
    • Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff's licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering and documentation completeness in a/c opening and in each deal.
    • Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.
  • (E) Teamwork
    • Collaborate with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.

Requirements

  1. Degree holder, preferably in business or finance related discipline;
  2. Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent;
  3. Must be registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
  4. Preferably be registered CI – CRWP (ECF-RWM).
  5. CFP and CFA designation would be an advantage.
  6. Excellent listening skills, with an inquisitive mind.
  7. Strong ability to influence.
  8. Self-drive and highly ambitious.
  9. Good written and verbal communication skills.
  10. Fluent in Mandarin and English are required.

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