Relationship Management – Wealth Management

Job Description

Indian Wealth Relationship Manager, Treasures & Distribution | DBS Group Holdings

The Tone:
This is a full-time role at DBS Group Holdings, located in Hong Kong (One Island East). DBS Consumer Banking Group is a market leader in Asia, offering a comprehensive suite of financial products and services to help customers achieve their life ambitions. This role is critical for acquiring and managing relationships with high net-worth Indian customers, providing tailored banking and wealth management solutions. Your expertise will directly contribute to enhancing customer experience and driving revenue growth for the bank.

The TL;DR
• Role: Full Time
• Type: Regular
• Location: In-person Hong Kong(Hong Kong Island)

• Team: Treasures & Distribution within Consumer Banking Group
• Mission: Acquire and manage relationships with high net-worth Indian customers, delivering tailored banking and wealth management solutions to meet their financial goals and grow the bank’s revenue.

What You’ll Actually Do
• Customer Acquisition: Acquire new high net-worth customers and generate business opportunities through proactive cross-selling, referrals, and personal business connections.
• Solution Delivery: Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance their experience.
• Expert Collaboration: Collaborate with experienced product specialists to offer professional advice that meets customers’ investment goals and needs.
• Revenue Growth: Build strong customer relationships and deliver differentiated solutions to grow and maximize the revenue potential from your customer group.

The Must-Haves
• Background: Good exposure in International Banking with a preference for Indian candidates who possess an existing customer network. A degree holder in related disciplines is preferred. You must be qualified to carry out Insurance and Investment regulated activities, including passing HKSI Paper 1, 7 & 8 and IIQE Paper 1, 2, 3 & 5.
• Experience: Minimum of 3 years of sales experience specifically in investment and insurance products.
• Skills: Sound knowledge of banking, wealth management, and insurance products, including equities, unit trusts, bonds, and treasury products. Demonstrated strong business acumen, with the ability to analyze and interpret business and financial data. A self-starter with tenacity to succeed and a flair for selling.
• Bonus: Certified Retail Wealth Professional preferred. HKIB Certified Banker preferred.