Treasures Relationship Manager
1 day ago
DBS Bank is a leading bank in Asia, committed to helping our customers achieve their dreams and ambitions. We offer a wide range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans.
Job SummaryWe are seeking a talented and ambitious individual to join our Consumer Banking Group as a Treasures Relationship Manager. As a key member of our team, you will be responsible for promoting financial planning services and wealth management products to affluent customers.
Key Responsibilities- Promote financial planning services and wealth management products to new and existing customers
- Analyze customer needs and provide suitable solutions on a broad range of banking, insurance, and investment products
- Attend to customer queries on wealth management, including investment and treasury products needs
- Perform call activities in line with the Relationship Management Model and other sales-related duties assigned by DBS Treasures Centre Manager and/or Branch Manager
- Meet all sales and business targets assigned to ensure maximum contribution to the revenue of DBS Treasures
- Degree holder, preferably in a business or finance related discipline
- Registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8, or equivalent
- Registered TR (General* & Long Term (incl. linked long term)) with passes in IIQE papers 1, 2*, 3 & 5, or equivalent
We offer a competitive salary package, benefits, and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
The estimated salary for this role is $HKD120,000 per annum, plus bonuses and benefits.
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