Associate, Treasures Relationship Manager, Consumer Banking Group | Hong Kong, Hk At Dbs Bank (hong Kong) Limited

DBS Bank (Hong Kong) Limited

Hong Kong, Hong Kong
Competitive salary + benefits pyckage; not specifi...
On-site
Fluent in mandarin and english
Strong influence and communication skills
Ability to meet sales targets
The role involves acquiring new affluent customers and providing comprehensive financial solutions including investments, insurance, and wealth management products

Job Summary

  • The role involves acquiring new affluent customers and providing comprehensive financial solutions including investments, insurance, and wealth management products.
  • Candidates must maintain regular contact with existing clients to deepen relationships, reduce attrition, and increase product penetration through portfolio reviews.
  • The position requires strict adherence to regulatory compliance, including HKMA and SFC codes of conduct, while delivering superior customer service.

Matching Summary

The role involves acquiring new affluent customers and providing comprehensive financial solutions including investments, insurance, and wealth management products.

Salary

Competitive salary and benefits package; Not specified; Professional development support included

Skills & Requirements

Must-have

  • Fluent in Mandarin and English
  • Strong influence and communication skills
  • Ability to meet sales targets

Nice-to-have

  • Self-drive and highly ambitious
  • Inquisitive mind with excellent listening skills
  • Experience in cross-selling banking products

Key Requirements

  • Degree holder preferably in business or finance
  • Registered RI (Type 1 & 4) with HKSI Papers 1, 7 & 8
  • Registered TR (General & Long Term) with IIQE Papers 1, 2, 3 & 5
  • Pass IIQE Paper 2 within three months if not already held
  • CI-CRWP registration preferred; CFP/CFA advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter