Wealth Management Relationship Manager

China, Beijing Branch; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

DBS Bank in Hong Kong is seeking a Relationship Manager in the Wealth Management segment. Based at One Island East, you will promote financial planning and cross-sell banking, insurance and investment products to affluent clients.

You will maintain client relationships, conduct portfolio reviews, and ensure compliance with HK regulators. Fluency in Mandarin and English is required, with a strong sales track record.

Qualifications

• Minimum 3 years of sales experience in consumer banking.
• Proven track record in wealth management product sales.
• Registered RI and TR licenses or equivalent.
• Excellent listening, verbal and written communication skills.

Responsibilities

• Promote financial planning services and wealth management products.
• Acquire new affluent customers and cross-sell across banking, insurance, and investments.
• Maintain regular contact with existing customers and conduct portfolio reviews.
• Ensure compliance with regulatory requirements and internal controls.

Skills

Sales experience

Wealth management

Bilingual Mandarin & English

Strong communication

Education

Bachelor's degree in business or finance

RI Certification (Type 1 & 4)

TR Certification (General & Long Term)

CFP/CFA would be an advantage

Job description

DBS Bank in Hong Kong is seeking a Relationship Manager in the Wealth Management segment. Based at One Island East, you will promote financial planning and cross-sell banking, insurance and investment products to affluent clients.

You will maintain client relationships, conduct portfolio reviews, and ensure compliance with HK regulators. Fluency in Mandarin and English is required, with a strong sales track record.