Analyst to VP, Treasures Relationship Manager, Treasures & Distribution, CBG...

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

DBS Bank (Hong Kong) Limited is seeking an Analyst to VP, Treasures Relationship Manager in the Treasures & Distribution team. Based at One Island East, the role focuses on acquiring affluent clients, analysing needs, and selling wealth, financial planning, and treasury products.

You will maintain client relationships, provide superior service, and ensure compliance with KYC, MD, and regulatory requirements while achieving sales targets and contributing to DBS Treasures revenue.

Qualifications

• Excellent listening skills, with an inquisitive mind.
• Strong ability to influence.
• Self-driven and highly ambitious.
• Good written and verbal communication skills.
• Fluent in Mandarin and English are required.

Responsibilities

• Promote financial planning services and wealth management products to affluent customers.
• Identify customer needs through analysis and provide suitable solutions across banking, insurance, and investment products.
• Attend to customer queries on wealth management and treasury products.
• Meet sales and business targets and participate in RI regulated activities and insurance activities.
• Maintain regular contact with customers to deepen relationships and increase wallet share.

Skills

Listening

Influence

Communication

Self-drive

Bilingual English/Mandarin

Education

Degree in business or finance

Job description

Analyst to VP, Treasures Relationship Manager, Treasures & Distribution, CBG...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

(A) Promotion of Financial Planning Services and Wealth Mgt Products

• Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc.
• Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.).
• Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers.
• Attend to customers’ queries on wealth management incl. investment & treasury products needs.
• Perform call activities in line with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager.
• Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures.
• Perform RI regulated activities and TR insurance activities
• Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager.

(B) Relationship Building and Account Servicing

• Maintain regular contact with existing customers to build & deepen relationship and reduce attrition.
• Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling.
• Handle enquiries and execute financial transactions/orders & operations for customers.
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.
• Make cross referral of other consumer banking products to the appropriate staff for follow‑up.

(C) Customer Experience Management

• Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs.
• Achieve and exceed the service standards set by the Bank.

(D) Audit and Compliance Control

• Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures.
• Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in a/c opening & in each deal.
• Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.

(E) Teamwork

• Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.

Requirements

• 1. Degree holder, preferably in business or finance related discipline;
• 2. Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and
• 3. Must be registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
• 4. Preferably be registered CI – CRWP (ECF-RWM).
• 5. CFP and CFA designation would be an advantage.
• 6. Excellent listening skills, with an inquisitive mind.
• 7. Strong ability to influence.
• 8. Self-drive and highly ambitious.
• 9. Good written and verbal communication skills.
• 10. Fluent in Mandarin and English are required.
• 11. Other competencies in accordance to rank and role based on competency matrix.
• 12. The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Please check out our recruitment video https://youtu.be/V3CugJScPwA for more information.

We regret only shortlisted candidates will be notified.

Location:
One Island East

Job: Relationship Management
Schedule: Regular

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DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.

DBS is at the forefront of leveraging digital technology to shape the future of banking, having been named "World's Best Digital Bank" by Euromoney and the world’s "Most Innovative in Digital Banking" by The Banker. In addition, DBS has been accorded the "Safest Bank in Asia" award by Global Finance for 17 consecutive years from 2009 to 2025.