Consumer Banking Group Financial Expert

1 week ago


Central And Western District, Hong Kong SAR China DBS Bank Full time
About the Role

This is an exciting opportunity for a highly motivated and results-driven individual to join our Consumer Banking Group at DBS Bank. As a Treasures Relationship Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals, promoting financial planning services and wealth management products, and delivering exceptional customer service.

Key Accountabilities
  1. Become familiar with our range of banking, insurance, and investment products to effectively promote them to customers
  2. Identify customer needs and preferences through thorough financial needs analysis and provide tailored solutions
  3. Maintain regular contact with existing customers to deepen relationships and increase loyalty
  4. Collaborate with internal teams to ensure seamless service delivery and achieve sales targets
  5. Stay up-to-date with market trends and competitor activities to remain competitive
Requirements
  • Degree holder in a business or finance-related field
  • 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
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving abilities
  • Self-driven and ambitious


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