Financial Planning Specialist, Treasures
1 week ago
As a valued member of our Treasures team at DBS Bank, you will be responsible for providing exceptional customer service to high-net-worth individuals, promoting financial planning services and wealth management products, and achieving sales targets. This is an exciting opportunity to grow your career and contribute to the success of our Consumer Banking Group.
Main Objectives- Develop and maintain strong relationships with existing customers to increase loyalty and retention
- Promote and sell our range of banking, insurance, and investment products to high-net-worth individuals
- Provide personalized solutions to meet customer needs and preferences
- Collaborate with internal teams to ensure seamless service delivery and achieve sales targets
- Stay up-to-date with market trends and competitor activities to remain competitive
- 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 analytical and problem-solving skills
- Strong ability to communicate complex ideas simply
- Fluent in Mandarin and English
-
Treasures Onboarding Specialist Position
1 week ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeTreasures Onboarding RoleWe are looking for an experienced Officer to join the Consumer Banking Group as a Treasures Onboarding Specialist.About DBS BankDBS Bank is the leading bank in Asia, committed to helping customers achieve their financial goals and aspirations at every life stage.Job DescriptionThis role involves establishing a strong customer base by...
-
Officer, Treasures Onboarding
1 week ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeTreasures Onboarding Role DescriptionWe are looking for an experienced Officer to join the Consumer Banking Group as a Treasures Onboarding Specialist in a role that offers a competitive salary and benefits package.About DBS BankDBS Bank is the leading bank in Asia, committed to helping customers achieve their financial goals and aspirations at every life...
-
Treasury Specialist, Treasures
5 days ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Title:Treasury Specialist, Treasures (Licensed, Sales Incentive) (WD72621)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...
-
Treasury specialist, treasures
3 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Title: Treasury Specialist, Treasures (Licensed, Sales Incentive) (WD72621)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits,...
-
Financial Services Officer
1 week ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeTreasures Onboarding SpecialistWe are seeking a skilled Officer to join the Consumer Banking Group as a Treasures Onboarding Specialist.About Our TeamAs the leading bank in Asia, DBS Bank's Consumer Banking Group is dedicated to helping customers achieve their financial goals and aspirations at every life stage.Key ResponsibilitiesCustomer Acquisition:...
-
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - AVP/ VP, Treasures Relationship Manager, Consumer Banking Group (WD72048)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...
-
Treasurer Assistant
1 week ago
Central And Western District, Hong Kong SAR China TransPerfect Full timeThis role provides an opportunity to join our dynamic team as a key player in our accounting operations. As a Treasurer Assistant, you will be responsible for ensuring timely and accurate financial support to the organization.Primary ResponsibilitiesAccurate Invoice Processing: Process invoices accurately and efficiently.Vendor Communication: Communicate...
-
Financial Planning Specialist
1 week ago
Central And Western District, Hong Kong SAR China Inchcape plc Full timeInchcape supports flexible work arrangements, allowing employees to balance their personal and professional lives.SAP FICO/FEBAN Specialist RoleThis role involves providing SAP accounting training and support to in-market teams, ensuring successful adoption of SAP solutions. The SAP Manager (FICO/FEBAN) will focus on Support Accounting and Financial Planning...
-
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - AVP/ VP, Treasures Relationship Manager, Consumer Banking Group (WD72048)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...
-
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - AVP/VP, Treasures Relationship Manager, Consumer Banking Group (WD72297)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...
-
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Title: Officer, Treasures Onboarding Specialist, Consumer Banking Group (WD72300)Business Function: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including...
-
Treasures investment counsellor
3 weeks ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - Treasures Investment Counsellor (WD72899)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments,...
-
Consumer Banking Group Team Member
1 week ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeTreasures Onboarding Specialist JobWe are seeking a skilled Officer to join the Consumer Banking Group as a Treasures Onboarding Specialist in a dynamic environment that supports your development and recognises your achievements.About Our Company CultureDBS Bank is the leading bank in Asia, committed to helping customers achieve their financial goals and...
-
Financial Planning Lead
1 week ago
Central And Western District, Hong Kong SAR China FOREVER ROYAL LIMITED Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Lead to join our team at Forever Royal Limited. The successful candidate will have extensive experience in financial planning and analysis, with a strong background in developing and implementing effective financial forecasting models.Key Responsibilities:Developing and implementing financial...
-
Head of Financial Planning
1 week ago
Central And Western District, Hong Kong SAR China ConnectedGroup Full timeFinancial Planning and Analysis at ConnectedGroupWe are seeking a highly motivated and experienced Financial Operations Manager to join our client, a well-established property developer in Hong Kong.About the Company:Our client is a well-established property developer in Hong Kong with a strong reputation for delivering high-quality projectsThe company has a...
-
VP/ AVP, Treasures Investment Counsellor
7 days ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeJob Description - VP/ AVP, Treasures Investment Counsellor (WD73331)Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments,...
-
Assistant Financial Planning
3 weeks ago
Central And Western District, Hong Kong SAR China Avature Full timeWork closely with functional teams such as operations, marketing, and supply chain to provide strategic financial input and recommendations to enhance financial performance and strategic direction in business activities.Provide accurate and timely financial analysis and insights to support the senior management team's decision-making process.Develop and...
-
Financial Planning and Analysis Manager
1 week ago
Central And Western District, Hong Kong SAR China ACCA Careers Full timeJob OverviewWe are seeking a skilled Financial Planning and Analysis Manager to join our team. In this role, you will be responsible for driving the workflows of budget planning, strategic business planning, and forecasting to ensure alignment with company goals.You will partner with C-Suites and leadership teams on management information and reporting,...
-
Consumer Banking Group Financial Expert
1 week ago
Central And Western District, Hong Kong SAR China DBS Bank Full timeAbout the RoleThis 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,...
-
Group Treasurer
2 days ago
Central And Western District, Hong Kong SAR China Charterhouse Asia Full timeDirector, Accounting and Finance at Charterhouse AsiaResponsibilities:Evaluate current treasury policies and procedures, identifying continuous improvement opportunities and leading implementation of treasury best practices, including automation, standardization and optimization.Monitor cash flow projections, develop and execute financial strategy to use the...