Treasures Relationship Manager, GBA & New Market Development

About the role

DBS Consumer Banking Group is looking for a Treasures Relationship Manager based in One Island East, covering the Greater Bay Area (GBA) and new market development within its Consumer Banking Group and Wealth Management business. The role focuses on acquiring affluent customers and growing their revenue potential through tailored banking, insurance and investment solutions.

Key responsibilities

• Acquire new affluent customers and solicit business opportunities from the GBA and Taiwan markets
• Ensure the onboarding journey of new customers is smooth
• Identify customer needs through discreet financial needs analysis and planning
• Provide appropriate solutions and personalised service across banking, insurance and investment products
• Make cross referrals of other consumer banking products to meet customers' investment goals
• Grow and maximise revenue by building strong customer relationships and delivering differentiated solutions
• Manage operational risk, follow relevant policies and meet compliance requirements

Required profile

• Degree holder, preferably in a business or finance-related discipline
• Minimum 3 years' experience selling investment and insurance products; exposure to a team lead role is considered
• Experience with offshore, GBA and/or Taiwan segments is an advantage
• Qualified to carry out regulated insurance and investment activities is a must
• Fluent in Mandarin, Cantonese and English; experience dealing with overseas customers is required
• HKIB Certified Banker preferred; ECF-RWM registration preferred; CFP and CFA are an advantage

Required skills

• Sound knowledge of banking, wealth management and insurance products including equities, unit trusts, bonds and treasury products
• Ability to analyse and interpret business and financial data
• Strong business acumen, customer focus and excellent communication and interpersonal skills

The employer offers a competitive salary and benefits package and states that only shortlisted candidates will be notified.