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Treasures Client Manager
7 days ago
Key Responsibilities
">This position requires a skilled professional who can:
">- Foster strong relationships with affluent clients through personalized financial planning and solutions.
- Provide superior customer service by addressing customer queries and executing transactions efficiently.
- Stay updated on market trends and offer suitable wealth management products and services to clients.
- Work collaboratively with the team to meet sales targets and contribute to the revenue growth of DBS Treasures.
- Maintain compliance with regulatory requirements and internal controls to ensure the highest level of security and integrity.
Requirements
">- Degree holder in a business or finance-related field.
- Registration in RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
- Registration in TR (General* & Long Term (incl. linked long term)) with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
- Self-driven, highly ambitious, and excellent listening skills.
