Treasures Wealth Relationship Manager

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

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.