High Net Worth Relationship Associate
3 days ago
DBS Bank is a leading financial institution in Asia, offering a wide range of banking and investment services to individuals and businesses. Our Private Banking division provides personalized wealth management solutions to high net worth individuals, catering to their diverse financial needs and goals.
About the Role
We are seeking a skilled and experienced Assistant Relationship Manager to join our team. As an Assistant Relationship Manager, you will play a key role in supporting our Relationship Managers in providing exceptional service to our high net worth clients, helping to retain and grow their business.
Key Responsibilities
- SUPPORTING RELATIONSHIP MANAGERS IN PROVIDING DIFFERENTIATED SERVICE TO HIGH NET WORTH CUSTOMERS AND CONTRIBUTING TO CUSTOMER RETENTION AND GROWTH
- COLLABORATING WITH BUSINESS SUPPORT AND SERVICE PROVIDERS TO ENSURE TIMELY TRANSACTION PROCESSING AND DELIVERY OF CUSTOMER-FOCUSED SERVICE TO EXCEED CUSTOMER EXPECTATIONS
- ESTABLISHING CUSTOMER RELATIONSHIPS, KNOWING THE CUSTOMERS TO GAIN THEIR CONFIDENCE AND TRUST, AND DELIVERING CUSTOMER-FOCUSED SOLUTIONS
- ASSISTING RELATIONSHIP MANAGERS IN THE DAILY MAINTENANCE OF CUSTOMER RELATIONSHIPS
- SERVING AS CUSTOMERS' KEY CONTACT POINT IN INITIATING CUSTOMER INSTRUCTIONS, MONITORING FUND PAYMENT, AND PREPARING LOANS DISBURSEMENT INSTRUCTIONS
Requirements and Qualifications
To succeed in this role, you will need:
- A DEGREE HOLDER IN BUSINESS, FINANCE OR RELATED DISCIPLINES
- MINIMUM 3 YEARS OF EXPERIENCE IN PRIVATE BANKING INDUSTRY. SOLID EXPERIENCE IN BUILDING CUSTOMER RELATIONSHIPS IS AN ADVANTAGE
- QUALIFIED TO CARRY OUT INVESTMENT REGULATED ACTIVITIES (TYPES 1 AND 4) UNDER SECURITIES AND FUTURES ORDINANCE (SFO) IS A MUST
- CUSTOMER-FOCUSED, WITH EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS
- GOOD COMMAND OF WRITTEN AND SPOKEN ENGLISH AND CHINESE, FLUENCY IN PUTONGHUA IS A MUST
Salary and Benefits
We offer a competitive salary package, including a base salary of approximately $2,100,000 per annum, as well as additional benefits such as bonuses and professional development opportunities.
Primary Location
Hong Kong-The Center
-
High Net Worth Relationship Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...
-
High Net Worth Relationship Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeAbout CitiCiti is a leading global financial services institution with a rich history spanning over 200 years. With a presence in hundreds of cities and countries, we connect millions of people every day through our unparalleled global network.Our VisionWe provide a broad range of financial services and products to help our clients meet their biggest...
-
Relationship Manager for High-Net-Worth Clients
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeJob DescriptionWe are seeking a highly skilled Customer Relationship Manager (Cross-boundary) to join our team at Hang Seng Bank Limited.About the RoleThis is an excellent opportunity for a motivated and experienced professional to provide financial planning services to high-net-worth, mainland, and offshore clients. As a key member of our Retail...
-
High Net Worth Relationship Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeA High-Performing Team MemberHang Seng Bank is committed to excellence and seeks a high-caliber professional to join our Retail Distribution department as a Director Signature/Associate Director Signature.Key ResponsibilitiesProvide bespoke financial planning services to high-net-worth customers.Deliver all-rounded wealth management services to build and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeOverviewHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction.SalaryThe estimated salary for this position is around HKD 80,000 - 120,000 per month, depending on experience.Job DescriptionAs a Prestige Private Relationship Manager at Hang Seng Bank, you will be responsible for...
-
High Net Worth Client Relationship Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full timeAt Bank Of China (Hong Kong) Limited, we are seeking an exceptional High Net Worth Client Relationship Manager to join our Private Banking team.About the RoleWe offer a highly competitive salary of HKD 600,000 per annum, commensurate with experience, and a comprehensive benefits package.Key ResponsibilitiesDevelop and execute business plans to acquire new...
-
High Net Worth Insurance Expert
17 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAt HSBC Global Private Banking, we help high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts provides tailored solutions to access investment opportunities worldwide, plan for the future with wealth and succession planning, manage portfolios, and find the right support...
-
High-Net-Worth Individual Sales Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Gopher Asset Management 歌斐資產 Full timeJob Summary:As a High-Net-Worth Individual Sales Specialist at Gopher Asset Management 歌斐資產, you will be responsible for developing and maintaining strong relationships with high-net-worth clients in Hong Kong, Singapore, and other regions. You will provide professional asset management advice and solutions tailored to the needs of high-net-worth...
-
High Net Worth Customer Relationship Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full time**About Us**China CITIC Bank International Limited is a leading financial institution in Hong Kong, providing a wide range of banking and wealth management services to high net worth individuals.
-
High Net Worth Financial Manager
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full timeJob DescriptionWe are seeking a seasoned professional to lead our Private Banking and High Net Worth (PHNW) segment. As a High Net Worth Financial Manager, you will be responsible for delivering premium service to our private banking clients and their families.The ideal candidate will have at least 10 years of experience in Private Banking and PHNW, with...
-
High Net Worth Underwriting Specialist
4 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Full timeJob Title: High Net Worth Underwriting SpecialistJob Summary:We are seeking a highly skilled High Net Worth Underwriting Specialist to join our team at Sun Life. As a key member of our underwriting team, you will be responsible for assessing and managing risk for high net worth clients.Key Responsibilities:Perform underwriting risk assessments within...
-
High Net Worth Client Portfolio Manager
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeJob SummaryWe are seeking a highly experienced and skilled individual to join our team as a High Net Worth Client Portfolio Manager. This role will involve managing relationships with our most valued clients, providing financial advice, and developing strategies to help them achieve their wealth creation goals.About UsHSBC is a global banking and financial...
-
High Net Worth Underwriting Specialist
1 month ago
Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Limited Full timeHigh Net Worth Underwriting OpportunityA leading multinational life insurer in Hong Kong is seeking a seasoned High Net Worth Underwriter to join their Global High Net Worth Underwriting team. As a key member of the team, you will have the opportunity to work with prestigious clients, leveraging innovative solutions to meet their unique needs while advancing...
-
High Net Worth Customer Strategist
1 day ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAbout Hang Seng BankHang Seng is a leading bank in Hong Kong, dedicated to service excellence. We seek high-calibre talent to join our team and contribute to our growth.Job Description: Prestige Sales LeaderWe are seeking a Prestige Sales Leader/Manager to join our branch network. The successful candidate will be responsible for formulating and implementing...
-
High Net Worth Investment Specialist
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Citi Full timeJob OverviewWe are seeking a highly skilled and experienced Investment Counselor to join our team in Hong Kong. As an Investment Counselor, you will be responsible for providing exceptional investment advice and solutions to ultra-high net worth clients.
-
Hong Kong, Central and Western District, Hong Kong SAR China China CITIC Bank International Limited Full timeAbout the RoleWe are seeking a Senior Business Development Manager to join our team at China CITIC Bank International Limited. As a key member of our sales team, you will be responsible for developing and maintaining relationships with high net worth individuals in Hong Kong and mainland China.Key ResponsibilitiesDevelop and maintain client relationships in...
-
High Net Worth Client Service Specialist
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full timeCareer Opportunity in Private BankingHang Seng Bank Limited is committed to delivering exceptional service quality. Our people are our most valuable asset and play a vital role in enhancing our performance for customers and providing best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good...
-
Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeCompany OverviewDBS Bank (Hong Kong) Limited is a leading financial institution in the region, providing comprehensive banking and wealth management services to its clients. Job SummaryWe are seeking an experienced Private Banking Relationship Manager to join our team. The successful candidate will be responsible for providing high-quality wealth management...
-
High Net Worth Wealth Manager
2 weeks ago
Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full timeWealth Management at Goldman SachsAt Goldman Sachs, we help our clients achieve their financial goals through our wealth management services. Our Private Wealth Management team specializes in creating comprehensive wealth plans for high net worth individuals and families.Key ResponsibilitiesAs a Private Wealth Advisor, you will work closely with clients to...
-
High Net Worth Banking Professional
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Be Myjob Company Limited Full timeRole OverviewWe are seeking a highly skilled and experienced Senior Banker to join our Private Banking team at Be Myjob Company Limited. As a Senior Banker, you will be responsible for providing exceptional wealth management solutions and advice to high net worth individuals.Key ResponsibilitiesDevelop and implement comprehensive wealth management strategies...