Analyst to VP, Treasures Relationship Manager, Treasures & Distribution, CBG & WM
Core
Acquire new affluent customers, provide financial planning and wealth management solutions, and manage relationships to drive revenue for DBS Consumer Banking Group.
Role type
Senior Relationship Manager (Wealth Management & Insurance)
Builds
Wealth management products, insurance policies, and investment portfolios for affluent individuals
Domain
Consumer Banking, Wealth Management, Insurance
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, regulatory compliance (HKMA/SFC), portfolio management, Mandarin fluency, English fluency
Preferred skills
CFP designation, CFA designation, CI-CRWP registration
Technologies
Investment platforms, banking transaction systems
Responsibilities
Acquire new affluent customers through cross-selling and referrals, identify customer needs and offer suitable wealth management and insurance products, maintain regular contact with existing customers to deepen relationships, handle financial transactions and enquiries, adhere to bank policies and regulatory requirements (KYC, AML, sales licensing), attend relevant training and briefings
Seniority
Senior, hands-on IC