High-Profile Wealth Manager

1 week ago


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

As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their financial goals. As a market leader in consumer banking, we offer a wide range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans. Our financial solutions are tailored to meet the needs of our customers at every life stage.

Key Responsibilities
  • Promotion of Financial Planning Services and Wealth Management Products:
    • Identify customer needs through financial planning and provide suitable solutions on a broad range of banking, insurance, and investment products.
    • Aquire new affluent customers and solicit business opportunities through cross-selling, referral, and personal connections.
    • Offer wealth management products and services in accordance with customers' profiles, explain product risks, and attend to customers' queries.
    • Perform call activities in line with Relationship Management Model and other sales-related duties assigned by the Centre Manager or Branch Manager.
  • Relationship Building and Account Servicing:
    • Maintain regular contact with existing customers to build relationships, reduce attrition, and increase account utilization.
    • Update customers on product information, account status, and share wallet penetration through portfolio review and cross-selling.
    • Handle customer inquiries and execute transactions/orders for customers.
  • Customer Experience Management:
    • Provide superior customer service and professional financial solutions through discreet financial needs analysis/planning that satisfies customers' changing financial needs.
    • Achieve and exceed service standards set by the Bank.
Requirements
  1. Degree holder, preferably in business or finance related discipline.
  2. Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8, or equivalent.
  3. Must be registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5, or equivalent.
About the Salary

The estimated salary for this role is $120,000 - $180,000 per annum, depending on experience and qualifications.



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