Treasures Relationship Manager
DBS Bank
- Hong Kong
- Permanent
- Full-time
- Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections
- Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience
- Collaborate with experienced product specialists in offering professional advice to meet the customers’ investment goals and needs
- Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions
- Degree holder in related disciplines
- Minimum 3 years of sales experience in investment and insurance products in Consumer Banking
- Qualified to carry out Insurance and Investment regulated activities is a must
- Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products
- Strong business acumen, able to analyze and interpret business and financial data
- Self-starter with a tenacity to succeed, and a flair for selling
- Customer-focused, with excellent communication and interpersonal skills
- Certified Retail Wealth Professional preferred
- HKIB Certified Banker preferred
- Fluent in Mandarin & English are required
- Fulfillment of requirements under the Enhanced Competency Framework preferred