Treasures Relationship Manager

2 months ago

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

About DBS Bank

DBS Bank is a leading financial institution in Asia, dedicated to helping our customers achieve their financial goals and aspirations. As a market leader in consumer banking, we offer a wide range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans.

Job Summary

We are seeking a highly motivated and experienced Treasures Relationship Manager to join our team. The successful candidate will be responsible for acquiring new high net-worth customers and soliciting business opportunities through proactive cross-selling, referrals, and personal business connections.

Key Responsibilities

  • Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience.
  • Collaborate with experienced product specialists to offer professional advice to meet the customers' investment goals and needs.
  • Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions.

Requirements

  • Degree holder in related disciplines.
  • Minimum 3 years of sales experience in investment and insurance products in Consumer Banking.
  • Qualified to carry out Insurance and Investment regulated activities.
  • Sound knowledge of banking, wealth management, and insurance products, including equities, unit trust, bonds, and treasury products.
  • Strong business acumen, able to analyze and interpret business and financial data.
  • Self-starter with a tenacity to succeed, and a flair for selling.
  • Customer-focused, with excellent communication and interpersonal skills.
  • Certified Retail Wealth Professional preferred.
  • HKIB Certified Banker preferred.
  • Fluent in Mandarin and English.
  • Fulfillment of requirements under the Enhanced Competency Framework preferred.

What We Offer

We offer a competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports your development and recognizes your achievements.

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