Wealth Insurance solutions support

7 days ago


Hong Kong, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

Business Function DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions. Responsibilities Support Wealth Insurance Specialists in providing differentiated service to high net-worth clients Request and Prepare Insurance Policy Reviews from Manulife and aftersales support such as personal update, Change of Beneficiary, Change of life insured, ownership and/or lender for PF. Liaise with all stakeholder including insurer, clients and bankers Prepare weekly/ monthly/ ad-hoc report to Team Leads and management. Requirements Degree holder in Business, Finance, or related disciplines IIQE qualification for minimum Paper 1 & 3. Minimum 3 years of experience in Insurance / Private Banking industry. Customer-focused, with excellent communication and interpersonal skills Solid knowledge in Microsoft Excel in business reporting. Good command of written and spoken English and Chinese, must be fluence in Putonghua. Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified.



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