Affluent Wealth & Relationship Manager

DBS Bank Ltd; Hong Kong; Sur place; HKD 360 000 - 600 000; Plein temps

Résumé du poste

DBS Bank Ltd in Hong Kong is seeking a Relationship Manager to drive wealth management growth and client acquisition. You will conduct needs analyses, cross-sell products, and maintain deep client relationships at One Island East.

Required: 3+ years in consumer banking sales, business/finance degree, RI/IIQE licenses, and fluent Mandarin and English; CFP/CFA is a plus. A competitive package awaits in a dynamic bank environment.

Qualifications

• 3+ years sales experience in consumer banking with wealth management focus.
• Degree in business or finance field.
• Registered RI and IIQE qualifications are required or equivalent.

Responsabilités

• Promote financial planning services and wealth management products.
• Acquire affluent customers and identify cross-selling opportunities.
• Identify customer needs through FNA to tailor solutions across banking and investments.
• Execute call activities and meet sales targets for DBS Treasures.

Connaissances

Wealth management sales

Client relationships

People skills

Communication skills

Regulatory knowledge

Formation

Business or Finance degree

Description du poste

DBS Bank Ltd in Hong Kong is seeking a Relationship Manager to drive wealth management growth and client acquisition. You will conduct needs analyses, cross-sell products, and maintain deep client relationships at One Island East.

Required: 3+ years in consumer banking sales, business/finance degree, RI/IIQE licenses, and fluent Mandarin and English; CFP/CFA is a plus. A competitive package awaits in a dynamic bank environment.