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Wealth Relationship Manager, Treasures
2 months ago
**Business Overview**
DBS Consumer Banking Group is a leading provider of financial solutions in Asia, helping customers achieve their goals and aspirations at every life stage. Our comprehensive range of products and services includes deposits, investments, insurance, and loans, designed to meet the unique needs of our customers.
**Key Responsibilities**
- Acquire new high net-worth customers and identify business opportunities through proactive cross-selling, referrals, and personal business connections.
- Deliver customer-focused banking and wealth management solutions to enhance customer experience, leveraging financial analysis and product expertise.
- Collaborate with experienced product specialists to offer professional advice and meet customers' investment goals and 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.
**Requirements**
- Good exposure in international banking, with a preference for Indians with 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 and HKIB Certified Banker preferred.
