Treasures Relationship Manager (Analyst to VP)

About the role

DBS Consumer Banking Group is recruiting a Relationship Manager for its Treasures & Distribution, CBG & WM team, based in One Island East. The role covers promotion of financial planning services and wealth management products, relationship building and servicing of affluent customers, and compliance with regulatory requirements.

Key responsibilities

• Acquire new affluent customers and cross-sell banking, insurance and investment products, and meet assigned sales and business targets.
• Analyse customer financial needs and offer suitable wealth management products, explaining them and their risks.
• Perform call activities under the Relationship Management Model and refer other consumer banking products to the appropriate staff.
• Maintain contact with existing customers, update them on products and account status, and handle enquiries and transactions.
• Deliver high-quality customer service and exceed the bank's service standards.
• Comply with regulatory and licensing requirements, including KYC, FNA, PDPO anti-money laundering and the SFC Code of Conduct.
• Take part in training, reflect customer feedback and make recommendations to the Treasures Centre Manager or Branch Manager.

Required profile

• Degree holder, preferably in business or finance.
• Registered as a Regulated Intermediary (RI) with passes in HKSI Licensing Papers 1, 7 and 8, or equivalent.
• Registered as a Trustee Representative (TR) for General and Long Term insurance, with passes in IIQE Papers 1, 2, 3 and 5, or equivalent; new staff must pass IIQE Paper 2 within three months.
• Preferably registered as a Certified Insurance Professional (CI) - CRWP (ECF-RWM).
• Fluent in Mandarin and English.
• Excellent listening skills, strong influence, self-driven and ambitious, with good written and verbal communication.

What we offer

• A competitive salary and benefits package.
• A dynamic environment that supports development and recognises achievements.