Treasures RM, Consumer Banking Group
Core
Acquire affluent customers and provide tailored wealth management, insurance, and investment solutions through financial needs analysis and cross-selling.
Role type
Senior Relationship Manager (Affluent/Wealth Management)
Builds
Personal banking accounts, investment portfolios, insurance policies, and credit products for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, cross-selling, portfolio management, regulatory compliance (KYC/AML), sales target achievement, relationship building
Preferred skills
CFP, CFA, CI-CRWP designation, experience in affluent segment
Technologies
Investment platforms, banking core systems, CRM tools
Responsibilities
Acquire new affluent customers via cross-selling and referrals; Conduct financial needs analysis to offer tailored wealth and insurance products; Execute financial transactions and maintain account servicing; Meet and exceed sales targets for DBS Treasures; Ensure compliance with HKMA and SFC regulations
Seniority
Mid-Senior, hands-on IC