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Financial Services Relationship Manager
1 week ago
Company Overview
DBS Bank (Hong Kong) Limited is a leading bank in Asia, with a unique position to help our customers achieve their financial goals and aspirations. As a market leader in consumer banking, we offer a comprehensive range of products and services to cater to the diverse needs of our customers.
Job Description
- Develop and maintain relationships with affluent customers to identify their financial needs and provide suitable solutions.
- Offer a broad range of banking, insurance, and investment products to meet the customers' requirements.
- Promote wealth management products and services to customers, ensuring that they are informed about the risks associated with these products.
- Provide exceptional customer service by attending to their queries and concerns in a timely and professional manner.
- Maintain accurate records of customer interactions and transactions to ensure seamless delivery of services.
- Collaborate with colleagues and working partners to achieve team objectives and promote a culture of teamwork and harmony.
Requirements
- Degree holder in a business or finance-related discipline.
- Registered with passes in HKSI Licensing Examination Papers 1, 7 & 8 for RI Regulated Activities: Type 1 & 4.
- Registered with passes in IIQE papers 1, 2*, 3 & 5 for TR General* & Long Term (incl. linked long term).
Preferred Qualifications
- Registered CI - CRWP (ECF-RWM).
- CFP and CFA designation.
- Excellent listening skills, inquisitive mind, strong ability to influence, self-drive, highly ambitious, good written and verbal communication skills, fluent in Mandarin and English.
Benefits
We offer a competitive salary and benefits package, as well as opportunities for development and recognition in a dynamic environment.
