Dbs

Actively Hiring

Treasures Rm

One Island East, Hong Kong

Full-time

Role Overview

As a Treasures RM in the Consumer Banking Group, you will acquire new affluent customers, identify business opportunities through cross-selling and referrals, and provide tailored wealth management solutions.

About Dbs

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia.

Key Responsibilities

Promotion of Financial Planning Services and Wealth Mgt Products
Relationship Building and Account Servicing
Customer Experience Management
Audit and Compliance Control
Work collaboratively with colleagues and partners to ensure team objectives are met

Requirements & Eligibility

A minimum of 3 years of sales experience in consumer banking, with a preference for specialization in the affluent segment.
A consistent and proven sales track record in wealth management products.
Degree holder, preferably in business or finance related discipline
Must be a registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent
Must be a registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent
Fluency in Mandarin and English is required

Required Skills & Tech

Wealth ManagementFinancial PlanningSalesPortfolio ManagementTreasury Products