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

DBS Bank (Hong Kong) Limited
Hong Kong, Hong Kong
Sep 11, 2022
Sep 24, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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.


  • 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

  • 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 for more information.

We regret only shortlisted candidates will be notified.

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