Affluent Wealth Relationship Manager - GBA & Taiwan

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

DBS Bank (Hong Kong) Limited is seeking a Treasures Relationship Manager to develop the GBA and new market opportunities within Consumer Banking. You will acquire affluent clients, ensure smooth onboarding, and tailor wealth solutions across banking, insurance and investments while building deep, lasting relationships.

You will leverage offshore, GBA and Taiwan market insights to identify needs, offer personalized planning, and grow revenue while upholding risk controls and regulatory standards

Qualifications

• Degree holder, preferably in business or finance related discipline.
• Minimum 3 years’ experience in selling investment and insurance products.
• Exposure to leadership experience can be consider a team lead role.
• Experience in handling offshore and GBA and/or Taiwan segment will be an advantage.
• Qualified to carry out Insurance and Investment regulated activities is a must.
• Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products.
• Strong business acumen, able to analyze and interpret business and financial data.
• Customer-focused with excellent communication and interpersonal skills.
• HKIB Certified Banker preferred.
• Fulfillment of requirements under the Enhanced Competency Framework preferred.
• Registered CI - CRWP (ECF-RWM) is preferred, CFP and CFA designation would be an advantage.
• Fluent in Mandarin, Cantonese and English are required.
• Relevant experience in dealing with overseas customers is required.

Responsibilities

• Acquire new affluent customers and solicit business opportunities from GBA & Taiwan markets.
• Ensure the onboarding journey of new customer is smooth.
• Identify customer needs through discreet financial needs analysis and planning.
• Provide appropriate solutions and personalized service on a broad range of banking, insurance & investment products.
• Make cross referral of other consumer banking products to meet customers’ investment goals and needs.
• Grow and maximize the revenue potential of these segment customers by building strong customer relationships and delivering differentiated solutions.
• Manage operational risk, observe relevant policies or guidelines and fulfil compliance requirements.

Skills

Mandarin

Cantonese

English

Education

Bachelor's degree in business or finance

Job description

DBS Bank (Hong Kong) Limited is seeking a Treasures Relationship Manager to develop the GBA and new market opportunities within Consumer Banking. You will acquire affluent clients, ensure smooth onboarding, and tailor wealth solutions across banking, insurance and investments while building deep, lasting relationships.

You will leverage offshore, GBA and Taiwan market insights to identify needs, offer personalized planning, and grow revenue while upholding risk controls and regulatory standards