Ambitious Banking Relationship Manager for Financial Growth

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
Job Overview
As a leading bank in Asia, DBS Consumer Banking Group offers unparalleled opportunities for growth and success. With a comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we empower our customers to achieve their goals.

About the Role
We are seeking an Ambitious Banking Relationship Manager to join our team in Hong Kong. As a key member of our consumer banking group, you will play a vital role in promoting our financial planning services and wealth management products to affluent customers. Your primary responsibility will be to acquire new customers, identify their financial needs, and provide tailored solutions that meet their expectations.

Key Responsibilities
  1. Analyze customer financial needs through thorough financial planning and provide suitable solutions from our range of banking, insurance, and investment products.
  2. Cross-sell and upsell our financial services to existing customers, ensuring maximum penetration and utilization of our product offerings.
  3. BUILD AND MAINTAIN STRONG CUSTOMER RELATIONSHIPS by providing exceptional service, addressing customer queries, and executing financial transactions efficiently.
  4. Stay updated on market trends, economic conditions, and regulatory requirements to ensure accurate advice and guidance to customers.
  5. Meet or exceed sales targets and contribute significantly to the revenue growth of DBS Treasures.

Requirements
To succeed in this role, you should have:
  • A degree in a business or finance-related field;
  • Registration with the HKSI as a type 1 & 4 regulated activity holder with passes in licensing examination papers 1, 7, and 8;
  • Registration with the IIQE as a general* and long-term (including linked long-term) TR holder with passes in papers 1, 2*, 3, and 5;
  • Possession of strong communication and interpersonal skills;
  • Ability to influence and build relationships with stakeholders;
  • Excellent problem-solving and analytical skills;
  • Fluency in English and Mandarin is required;

About Us
DBS Bank (Hong Kong) Limited offers a competitive salary package and benefits, along with opportunities for career growth and development in a dynamic and supportive environment.

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