Wealth Management Relationship Professional

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Bank Full time
Job Description

We are seeking a skilled Wealth Management Relationship Professional to join our team at Dah Sing Bank. This role is ideal for individuals who thrive in a fast-paced environment and possess excellent communication skills.

Job Purpose

The primary objective of this position is to provide exceptional service to VIP banking customers, catering to their wealth management needs through proactive business solicitation and relationship building.

Main Responsibilities
  • Deliver personalized solutions to clients by introducing, demonstrating, and cross-selling wealth management products and services.
  • Enhance customer relationships through proactive relationship building and selling activities, ultimately driving sales growth.
  • Penetrate product utilization and cross-sell wealth management products to existing clients, increasing overall revenue.
  • Address customer needs by providing tailored recommendations and making referrals as necessary.
  • Achieve predetermined sales goals in a highly competitive market, driven by increased customer demand.
  • Provide professional service in selling wealth management products by adhering to established sales process guidelines.
  • Collaborate with product specialists to deliver premium services to VIP customers.
  • Ensure operational procedures are conducted in a compliant manner, adhering to the bank's policies and procedures.
  • Support branch members as required, fostering a cohesive team environment.
Requirements
  • Hold a university degree or secondary education with 1-2 years of experience in the banking industry, preferably with experience in selling insurance products.
  • Possess IIQE paper 1, 2 & 3 qualifications.
  • Consideration will also be given to candidates with less experience, who may be considered for the position of Relationship Officer, VIP Banking.
Compensation and Benefits

The estimated annual salary for this position is HKD 550,000 - HKD 650,000, commensurate with experience. The exact compensation package will be discussed during the interview process.



  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...


  • Hong Kong, Central and Western District, Hong Kong SAR China Spring Professional Singapore Full time

    At Spring Professional Singapore, we are committed to providing bespoke investment solutions for our high-net-worth clients. As a Senior Investment Advisor, you will play a crucial role in delivering tailored investment ideas and strategies that meet the unique needs of our discerning clients.We are seeking an experienced professional with 3-5 years of...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    We are seeking a skilled individual to join our Private Client Coverage team as a Private Banker. This is a unique opportunity to work with Citi's Citi Global Wealth division, serving the entire continuum of wealth clients, from affluent to ultra-high net worth individuals and their families.Key Responsibilities:Client Relationship Management: Build and...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Spring Professional Singapore Full time

    Job Summary:We are seeking a highly skilled Investment Solutions Expert to join our team at Spring Professional Singapore. The ideal candidate will have a strong background in wealth management and be able to provide bespoke investment ideas and solutions for high net worth clients.About the Role:In this role, you will be responsible for providing financial...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi, a leading global financial services institution, offers a unique opportunity for a skilled Wealth Management Professional to join our team in Hong Kong. With over 200 years of experience, we provide a broad range of financial services and products to our clients across the globe.About CitiCiti is committed to helping its clients meet their biggest...


  • Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

    CITIC CLSA Senior Wealth Management ProfessionalLocation: Hong Kong, ChinaAbout the Role:This senior wealth management professional will lead and capitalize business opportunities in the High Net Worth (HNW) segment with a one-stop solution. The successful candidate will provide quality wealth management solutions to HNW clients, fulfilling their immediate...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job SummaryCICC is seeking a skilled Wealth Management Professional to develop business relationships with high-net-worth individuals, their families, and corporates.Key ResponsibilitiesDevelop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.Provide investment advisory and asset...


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

    OverviewDeutsche Bank's Private Banking division is a leading wealth management platform, providing bespoke solutions to high net worth individuals and families worldwide. We offer a comprehensive range of investment services, including traditional and alternative investments, as well as sophisticated wealth planning strategies.Salary and BenefitsThe...

  • Relationship Manager

    1 month ago


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

    Reporting to the Branch Manager, you will be responsible for delivering exceptional service to high net worth individuals and families, meeting their wealth management needs and exceeding sales targets.Key Responsibilities:Meet and exceed sales targets assignedWork to understand customers' financial needs for selling and cross-selling banking productsAcquire...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBCHSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come.Job DescriptionWe are currently seeking a high calibre professional to join our team as a PC Desk Relationship Manager. As a Senior Wealth Management Professional, you will be responsible for providing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About Citi">Citi is a global bank with a rich history, serving millions of people across hundreds of cities and countries. With over 200 years of experience, we provide a wide range of financial services and products to help our clients achieve their goals. Our unparalleled global network enables us to connect with clients worldwide, providing personalized...


  • Hong Kong, Central and Western District, Hong Kong SAR China Royal Bank of Canada, Hong Kong Branch Full time

    Job OverviewWe are seeking a skilled Wealth Management Relationship Manager to join our team in Hong Kong.About the RoleThis is a full-time salaried position that requires at least 8 years of professional experience successfully advising High Net Worth Clients. The ideal candidate will have a proven track record in acquisition success and extensive product...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Unlock Your Potential with HSBC Private BankHSBC Private Bank is seeking a high-calibre professional to join our team as a Relationship Manager in China. As a key member of our team, you will be responsible for providing the full suite of wealth management and banking services to our high net worth individual clients.Key Responsibilities:Establish new...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job OverviewCICC is a leading financial institution seeking an experienced and skilled Senior Wealth Management Professional to join our Private Wealth team. This role offers an exciting opportunity to work with high-net-worth individuals, families, family offices, and corporates in Asia.About the RoleThe ideal candidate will have a strong background in...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering a wide range of banking and insurance products through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values include caring, teamwork, and progressiveness, which we believe are essential for...

  • Relationship Manager

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupWe are a leading financial services group in Hong Kong, offering banking, insurance, and other related services through our extensive network. Our core values are centered around caring, teamwork, and progressiveness.Job Title: Relationship Manager - Wealth and Portfolio GrowthWe are seeking a skilled Relationship Manager to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Embark on a rewarding career with Hang Seng Bank Limited, a leading financial institution in Hong Kong. We are currently seeking high-caliber professionals to join our team as Executive Banking Relationship Managers.About the RoleWe are looking for experienced individuals who can provide exceptional service to our high-net-worth clients. As an Executive...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    At CICC, we are seeking a highly skilled Wealth Management Professional to join our team. As a key member of our wealth management division, you will play a critical role in helping clients achieve their financial goals.The ideal candidate will have 2-3 years of experience in the wealth management industry, with a strong understanding of various financial...


  • Hong Kong, Central and Western District, Hong Kong SAR China Wellington Management Full time

    About the RoleWe are seeking an experienced Investment Portfolio Analyst to join our Wealth Management team in Hong Kong. As an integral member of our team, you will be responsible for supporting and strengthening our relationships with intermediary clients.ResponsibilitiesYou will work closely with other members of the team on a portfolio of wealth and...