DBS Treasures Relationship Manager – Wealth Management

Job Description

Analyst to VP, Treasures Relationship Manager, Treasures & Distribution, CBG & WM | DBS Group Holdings

The Tone:
This is a full-time role at DBS Group Holdings, located in Hong Kong (Hong Kong Island). DBS Consumer Banking Group is a leading bank in Asia, dedicated to helping customers realize their dreams and ambitions by providing a comprehensive suite of financial products and services. This role is pivotal in cultivating and managing relationships with affluent customers, delivering superior financial planning services, and offering tailored wealth management solutions to meet diverse financial needs.

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

• Team: Treasures & Distribution, CBG & WM, reporting to DBS Treasures Centre Manager or Branch Manager
• Mission: Acquire, manage, and deepen relationships with affluent customers by providing comprehensive financial planning services and wealth management solutions to meet their evolving needs and achieve business targets.

What You’ll Actually Do
• Customer Acquisition & Sales: Acquire new affluent customers and proactively solicit business opportunities through cross-selling, referrals, and personal networks, achieving all assigned sales and business targets to maximize revenue contribution.
• Financial Planning & Advisory: Conduct thorough financial needs analyses to identify customer requirements, provide appropriate solutions across a broad range of banking, insurance, and investment products, and manage customer portfolios.
• Relationship Management & Servicing: Maintain regular contact with existing customers to build and deepen relationships, update them on market information and account status, and execute financial transactions and operations effectively.
• Compliance & Controls: Adhere strictly to the bank’s policies, operational guidelines, and internal control measures, ensuring full compliance with regulatory requirements, licensing, KYC, FNA, and anti-money laundering standards in all transactions.
• Customer Experience & Collaboration: Provide superior customer service and professional financial solutions through discreet needs analysis, striving to exceed the Bank’s service standards and collaborating effectively with colleagues to achieve team objectives.

The Must-Haves
• Background: Degree holder, preferably in a business or finance-related discipline.
• Experience: Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent. (*New staff who does not possess the required general insurance qualification must pass the IIQE Paper 2 within three months after the commencement of service.)
• Skills: Excellent listening skills with an inquisitive mind, strong ability to influence, self-drive and high ambition, good written and verbal communication skills, and fluency in Mandarin and English.
• Bonus: Preferably be registered CI – CRWP (ECF-RWM); CFP and CFA designation would be an advantage.