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Private Banking Relationship Manager

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

Business Function

DBS Bank's Private Banking division offers a comprehensive suite of wealth management solutions tailored to the unique needs of high net worth individuals. Our team of experienced investment advisors provides personalized advice and guidance to help clients achieve their financial goals.

Responsibilities

  • Develop and implement customized wealth management strategies for high net worth clients
  • Build and maintain strong relationships with clients to understand their financial objectives and provide tailored solutions
  • Collaborate with internal teams to provide seamless access to a range of financial products and services
  • Stay up-to-date with market trends and regulatory changes to ensure clients receive the best possible advice
  • Act as a trusted advisor to clients, providing guidance on investment opportunities and risk management
  • Work closely with clients to understand their business and personal financial goals, and develop strategies to achieve them
  • Maximize client assets and revenues through effective wealth management and investment advice

Requirements

  • Strong understanding of wealth management principles and practices
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients and internal stakeholders
  • Strong analytical and problem-solving skills
  • Ability to stay up-to-date with market trends and regulatory changes
  • Strong knowledge of financial products and services
  • Regulated Activities (Types 1 & 4) registration
  • Relevant qualifications, such as CFP or CFA

What We Offer

DBS Bank offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to creating a dynamic and supportive work environment that recognizes individual achievements and contributions.