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Treasures Private Client Relationship Manager
full-time•Hong Kong Island
About this role
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Treasures Private Client Relationship Manager is responsible for driving TPC business through promoting of full range of wealth management products and services to the customers. The increment is accountable for the sales, service, customer growth and retention performance of the TPC segment.
Responsibilities
- Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking & wealth management products.
- Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the clients.
- Maintain regular contact with clients to build & deepen relationship and reduce attrition.
- Update customers on the latest product/market information and their account status to increase utilization & product penetration, and increase share of customer’s wallets through portfolio review and cross selling.
- Attend to customers’ queries on wealth management incl. investment & treasury products needs.
- Maximize client assets and revenues from its AUM (Asset Under Management)
Requirements
- With PWMA qualification will be preferred
- Solid credit with strong banking knowledge and business ethics, with minimum 5 years’ sales experience in consumer banking, preferably with specialization in the affluent/private banking segment
- Consistent and proven sales track record in wealth management products.
- Knowledge of home loans, unit trust, insurance, wealth management, etc. products of the Bank.
- Knowledge of financial planning and analysis, credit assessment and analysis.
- Knowledge of market trends and competitive activities in general industries; awareness of overseas markets; understanding of competition and reaction to, the impact on, and opportunities created for TPC segment.
- Must be registered RI (Regulated Activities; Types 1 & 4)
- Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
- CFP, CFA or equivalent qualifications will be an advantage
- Fulfillment of requirements under the Enhanced Competency Framework preferred
- The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.
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We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
We regret only shortlisted candidates will be notified.
What you'll do
- The Treasures Private Client Relationship Manager is responsible for driving business by promoting a full range of wealth management products and services. This includes identifying customer needs, providing appropriate solutions, and maintaining regular contact to build and deepen client relationships.
About DBS Bank
DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.
Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia“ award by Global Finance for 14 consecutive years from 2009 to 2022.
DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets. DBS is committed to building lasting relationships with customers, as it banks the Asian way. Through the DBS Foundation, the bank creates impact beyond banking by supporting social enterprises: businesses with a double bottom-line of profit and social and/or environmental impact. DBS Foundation also gives back to society in various ways, including equipping communities with future-ready skills and building food resilience.
With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. For more information, please visit www.dbs.com
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Frequently Asked Questions
What does a Treasures Private Client Relationship Manager do at DBS Bank?
As a Treasures Private Client Relationship Manager at DBS Bank, you will: the Treasures Private Client Relationship Manager is responsible for driving business by promoting a full range of wealth management products and services. This includes identifying customer needs, providing appropriate solutions, and maintaining regular contact to build and deepen client relationships..
Is the Treasures Private Client Relationship Manager position at DBS Bank remote?
The Treasures Private Client Relationship Manager position at DBS Bank is based in Hong Kong Island, Hong Kong, China. Contact the company through Clera for specific work arrangement details.
How do I apply for the Treasures Private Client Relationship Manager position at DBS Bank?
You can apply for the Treasures Private Client Relationship Manager position at DBS Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.