Wealth Relationship Manager – Treasures Associate

China, Beijing Branch; Hong Kong; Vor Ort; HKD 420.000 - 600.000; Vollzeit

Zusammenfassung

DBS Bank is seeking a Relationship Manager in Hong Kong to promote financial planning services and wealth management products. You will acquire affluent clients, assess their needs through planning, and offer suitable solutions across banking, insurance and investments.

You will maintain relationships, drive cross-selling, and deliver superior service while complying with regulatory requirements. Excellent communication, strong influencing ability, and bilingual proficiency in Mandarin and

Qualifikationen

• Degree holder in business or finance-related discipline.
• Must be registered RI with passes in HKSI Papers 1, 7 & 8, or equivalent.
• Must be registered TR with passes in IIQE Papers 1, 2, 3 & 5, or equivalent.
• New staff without IIQE Paper 2 must pass within three months of start.
• CFP and CFA designations would be an advantage.
• Excellent listening skills and the ability to influence.

Aufgaben

• Promotion of financial planning services and wealth management products.
• Acquire new affluent customers through cross-selling and referrals.
• Identify customer needs via financial planning and provide suitable solutions.
• Attend to queries on wealth management, investments and treasury products.
• Maintain regular contact to deepen relationships and reduce attrition.
• Provide superior customer service and professional financial solutions.
• Adhere to bank policies and regulatory requirements, including KYC and AML.

Kenntnisse

Mandarin

English

Listening skills

Communication

Influence

Self-motivation

Ausbildung

Degree in business or finance

HKSI Licensing Examinations (Papers 1,7,8)

IIQE examinations (Papers 1,2,3,5)

CI - CRWP (ECF-RWM)

CFP designation

CFA designation

Jobbeschreibung

DBS Bank is seeking a Relationship Manager in Hong Kong to promote financial planning services and wealth management products. You will acquire affluent clients, assess their needs through planning, and offer suitable solutions across banking, insurance and investments.

You will maintain relationships, drive cross-selling, and deliver superior service while complying with regulatory requirements. Excellent communication, strong influencing ability, and bilingual proficiency in Mandarin and