Treasures Relationship Manager, Treasures & Distribution, CBG & WM (India Market)

Employer
DBS Bank (Hong Kong) Limited
Location
Hong Kong, Hong Kong
Salary
Competitive
Posted
Sep 11, 2022
Closes
Sep 24, 2022
Ref
16344545
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits such as CASA and Time Deposits , investments such as UT, Bonds, ELI and other structured products, Life insurance such as endowment plans & premium financing products, and loans such as Multi-Revolving Term Loan (MRTL) , to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities

  • 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
  • All licensing requirements such as HKSI paper 1, 7 & 8 and Insurance Immediate Qualifying Exams (IIQE) such as Paper 1,2 3 & 5 have to be met


Requirements
  • Good exposure in International Banking and Indians are preferred (own customer network)
  • Degree holder in related disciplines preferred
  • Minimum 3 years of sales experience in investment and insurance products
  • 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
  • Certified Retail Wealth Professional preferred
  • HKIB Certified Banker preferred


Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Please check out our recruitment video https://youtu.be/V3CugJScPwA for more information.

We regret only shortlisted candidates will be notified.

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