Onboarding and Relationship Management Professional

5 days ago


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

Job Description:

In this role, you will play a key part in helping customers achieve their goals and aspirations. You will work closely with colleagues across the organization to deliver exceptional customer experiences, while also meeting sales targets and contributing to the growth of our business.

Your Key Responsibilities:

  1. Develop and maintain strong relationships with customers to understand their needs and preferences.
  2. Provide tailored solutions to meet customers' financial needs, while adhering to regulatory requirements and compliance standards.
  3. Collaborate with cross-functional teams to drive sales growth, improve customer satisfaction, and enhance overall business performance.
  4. Stay up-to-date with industry trends, competitor activity, and market developments to identify opportunities for growth and improvement.

Requirements:

  • Degree holder, preferably in business or finance-related discipline.
  • MUST be registered TR (Long Term (excl. linked long term)) with passes in IIQE papers 1 & 3; or equivalent.
  • Preferably registered TR (General & Long Term (incl. linked long term)) with passes in IIQE papers 2 & 5; or equivalent.
  • Preferably registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
  • Fluent in Cantonese, Mandarin, and English are required.

Benefits:

We offer a competitive salary and benefits package, along with the professional advantages of a dynamic environment that supports your development and recognises your achievements.



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