Associate, Treasures Relationship Manager

About the role

DBS Consumer Banking Group is hiring an Associate, Treasures Relationship Manager in Hong Kong (One Island East) to serve affluent customers. The role covers promoting financial planning and wealth management products, building relationships and servicing accounts, while meeting sales targets and complying with regulatory requirements.

Key responsibilities

• Acquire new affluent customers and cross-sell, refer and use personal connections to generate business.
• Analyse customer financial needs and offer banking, insurance and investment solutions, explaining products and their risks.
• Handle customer queries on wealth management, investment and treasury products, and perform call activities under the Relationship Management Model.
• Meet sales and business targets assigned by the Treasures Centre Manager and/or Branch Manager.
• Maintain regular contact with existing customers, update them on products and account status, and make cross referrals to other consumer banking products.
• Provide professional financial solutions and meet the bank's service standards.
• Comply with bank policies, KYC, FNA, anti-money laundering rules and the SFC Code of Conduct, and complete RI and TR regulated activities.

Required profile

• Degree holder, preferably in business or finance.
• Registered as an RI (Type 1 & 4) with passes in HKSI papers 1, 7 & 8, or equivalent.
• Registered as a TR (general and long-term) with passes in IIQE papers 1, 2, 3 & 5, or equivalent; new staff must pass IIQE Paper 2 within three months.
• Preferably registered as a CI (CRWP ECF-RWM); CFP and CFA are an advantage.
• Fluent in Mandarin and English.

Required skills

• Excellent listening skills and strong ability to influence.
• Self-drive, ambition and good written and verbal communication.
• Other competencies according to rank and role.