Treasures Relationship Manager, Consumer Banking

About the role

DBS Consumer Banking Group is recruiting a Treasures Relationship Manager for its Consumer Banking Group, based in One Island East. The role covers promoting financial planning and wealth management products, building relationships with affluent customers and meeting sales targets.

Key responsibilities

• Acquire new affluent customers and cross-sell banking, insurance and investment products, including investment profile reviews and portfolio management.
• Promote and explain wealth management products and their risks, handle customer queries and perform calls in line with the Relationship Management Model.
• Meet sales and business targets assigned by the DBS Treasures Centre Manager or Branch Manager, and carry out RI-regulated and TR-insurance activities.
• Maintain regular contact with existing customers, update them on products and account status, and refer other consumer banking products to the appropriate staff.
• Handle customer enquiries and execute financial transactions and orders, while keeping abreast of market developments.
• Deliver high-quality customer service and meet the bank's service standards.
• Comply with bank policies, KYC, FNA, PDPO anti-money laundering and documentation requirements, and the SFC Code of Conduct for licensed persons.
• Take part in teamwork and attend training and briefings.

Required profile

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

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.

The hiring process is subject to the Mandatory Reference Checking Scheme. Only shortlisted candidates will be contacted.