Senior Financial Services Relationship Specialist

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

About Dah Sing Financial Group

The Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering a wide range of banking and insurance solutions to its customers. Our group has a strong presence in the region, with over 70 branches across Hong Kong, Macau, and Mainland China.

Our company values include caring, teamwork, and progressiveness. We believe that every individual is unique and has their own strengths and talents, and we strive to create an environment where everyone can grow and thrive. We aim to build a culture that fosters a sense of pride and belonging among our employees, and provides them with opportunities to develop their skills and advance their careers.

Job Description:

As a Senior Financial Services Relationship Specialist, you will be responsible for identifying and developing new business opportunities with high net worth individuals and families. Your primary goal will be to understand the needs of these clients and provide tailored financial solutions to meet their requirements.

Your key responsibilities will include:

  • Originate and develop client relationships within the high net worth segment
  • Understand clients' wealth management needs and formulate appropriate solutions based on their circumstances and risk appetite
  • Provide banking services and execute transactions for clients in a timely and effective manner
  • Monitor clients' portfolios and provide timely updates as necessary
  • Perform regular reviews with clients to reassess their risk profile, wealth management needs, and other customer details
  • Originate and develop relationships with business partners and assist in the development of marketing and business-related projects
  • Perform tasks in accordance with regulatory and compliance requirements

Qualifications and Attributes:

To be successful in this role, you should have the following qualifications and attributes:

  • Degree holder with CPWP (Certified Private Wealth Professional) qualification
  • Minimum 4 years of relevant working experience in the banking industry or investment business serving high net worth customers
  • Sound knowledge of a wide range of banking and investment products
  • Excellent selling, relationship-building, and interpersonal skills
  • Strong self-initiative and ability to work under pressure
  • Professional licensing qualifications in HKSI LE Papers 1, 7 & 8 and IIQE Papers 1-3 & 5 or equivalent
  • Good command of both written and spoken English and Chinese (including Cantonese and Putonghua)


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