Treasures Relationship Manager – Wealth & Client Growth

China, Beijing Branch; Hong Kong; On-site; HKD 380,000 - 660,000; Full time

Job summary

DBS Bank in Hong Kong seeks a results-driven Relationship Manager to promote financial planning services and wealth management products. You will identify client needs, advise across banking, insurance and investments, and build enduring relationships with affluent customers.

Regulatory compliance and continuous training are essential. The role requires RI and TR licensing, IIQE qualifications, and strong Mandarin/English communications.

Qualifications

• Degree holder, preferably in business or finance related discipline.
• Must be registered RI with HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
• Must be registered TR with IIQE papers 1, 2, 3 & 5; or equivalent.
• New staff who does not possess the required general insurance qualification must pass IIQE Paper 2 within three months of start.
• Preferably CI - CRWP (ECF-RWM).
• CFP and CFA designation would be an advantage.

Responsibilities

• Promote financial planning services and wealth management products and identify customer needs.
• Build relationships and service accounts while cross-selling banking, insurance and investment products.
• Provide superior customer experience through professional financial solutions and needs analysis.
• Adhere to audit, compliance controls and applicable regulatory requirements (KYC, FNA, PDPO, etc.).
• Collaborate with colleagues to meet team objectives and ensure service standards.

Skills

Excellent listening skills

Influence

Self-drive

Effective communication

Mandarin & English fluency

Education

Degree holder, preferably in business or finance

Job description

DBS Bank in Hong Kong seeks a results-driven Relationship Manager to promote financial planning services and wealth management products. You will identify client needs, advise across banking, insurance and investments, and build enduring relationships with affluent customers.

Regulatory compliance and continuous training are essential. The role requires RI and TR licensing, IIQE qualifications, and strong Mandarin/English communications.