Wealth Relationship Manager – GBA & Taiwan Markets

China, Beijing Branch; Hong Kong; On-site; HKD 400,000 - 660,000; Full time

Job summary

DBS Consumer Banking Group in Hong Kong is looking for an experienced Relationship Manager to serve affluent clients in the GBA, offshore and Taiwan segments. You will provide tailored banking, insurance and investment solutions while building strong client relationships.

You will manage onboarding, perform needs analysis and cross-sell opportunities, ensuring regulatory compliance and delivering differentiated service in a competitive market.

Qualifications

• Degree holder, preferably in business or finance related discipline.
• Minimum 3 years' experience in selling investment and insurance products.
• 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.
• HKIB Certified Banker 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

Relationship management

Interpersonal skills

Communication skills

Mandarin

Cantonese

English

Business acumen

Education

Business/Finance degree

Job description

DBS Consumer Banking Group in Hong Kong is looking for an experienced Relationship Manager to serve affluent clients in the GBA, offshore and Taiwan segments. You will provide tailored banking, insurance and investment solutions while building strong client relationships.

You will manage onboarding, perform needs analysis and cross-sell opportunities, ensuring regulatory compliance and delivering differentiated service in a competitive market.