Wealth Management Professional

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
About DBS Bank (Hong Kong) Limited

As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their goals and aspirations. We offer a comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans.

Job Summary

We are seeking a highly motivated and results-driven Wealth Management Professional to join our team in the Consumer Banking Group. The successful candidate will be responsible for promoting financial planning services and wealth management products to affluent customers, building strong relationships with existing clients, and providing exceptional customer service.

Key Responsibilities:
  • Promote financial planning services and wealth management products to new and existing customers through cross-selling, referrals, and personal business connections.
  • Conduct thorough financial needs analysis to identify customers' requirements and provide suitable solutions from our range of banking, insurance, and investment products.
  • Offer bespoke wealth management services, explain product risks, and attend to customers' queries on investment and treasury products.
  • Maintain regular contact with existing customers to deepen relationships, reduce attrition, and increase revenue growth.
  • Stay up-to-date with market trends, economic conditions, and regulatory requirements to provide informed advice to customers.
Requirements:
  • Degree holder in business or finance-related discipline.
  • Registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7, & 8.
  • Registered TR (General & Long Term) with passes in IIQE papers 1, 2*, 3, & 5.
  • Strong listening skills, influencing ability, self-drive, and ambition.
  • Excellent written and verbal communication skills in English and Mandarin.
Estimated Salary Range:

$90,000 - $150,000 per annum, depending on experience.



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