Finance Relationship Manager

1 month ago


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

DBS Bank (Hong Kong) Limited is a leading bank in Asia, serving as the primary financial partner for its customers. As a market leader in the consumer banking business, DBS offers a comprehensive range of products and services to cater to various customer needs.

Estimated Salary: HK$180,000 - HK$300,000 per annum

Job Description

As a Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group at DBS Bank (Hong Kong) Limited, you will be responsible for reactivating existing Treasures customers to identify their needs and explore Asset Under Management (AUM) top-up opportunities. You will also acquire new-to-bank Treasures customers from various channels and provide superior service to customers in accordance with the Treasures Customer Interaction Model and the Bank's service standards.

  • Reactivate existing Treasures customers to identify their needs and explore AUM top-up opportunities
  • Acquire new-to-bank Treasures customers from different channels
  • Act as a Digital Ambassador for General Banking services
  • Provide superior service to customers in accordance with the Treasures Customer Interaction Model and the Bank's service standards
  • Adhere to all internal policies and procedures, including staff licensing, fit and properness of staff, anti-money laundering policy, Know Your Customer principles, and refined sales process
Requirements

To succeed in this role, you should possess the following qualifications:

  • Degree holder, preferably in business or finance-related fields
  • Minimum 2-3 years' experience in consumer banking industry with strong sales drive
  • Exposure to investment products and priority banking services preferred
  • 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 required
Benefits

As a valued employee of DBS Bank (Hong Kong) Limited, you can expect 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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