Indian Wealth Relationship Manager, Treasures & Distribution
Full-time
DBS Bank Ltd
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
- Good exposure in International Banking (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
- The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details in [ here ]( .
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.
Location:One Island East
Job:Relationship Management
Schedule:Regular
Employee Status:Vacancy posted 6 days ago
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