Financial Planning Specialist, Treasures

1 week ago


Central And Western District, Hong Kong SAR China DBS Bank Full time
Client Service Specialist, Treasures

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
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 analytical and problem-solving skills
  • Strong ability to communicate complex ideas simply
  • Fluent in Mandarin and English


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