Indian Wealth Relationship Manager, Treasures & Distribution

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits such as CASA and Time Deposits , investments such as UT, Bonds, ELI and other structured products, Life insurance such as endowment plans & premium financing products, and loans such as Multi-Revolving Term Loan (MRTL) , to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

- Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections

- Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience

- Collaborate with experienced product specialists in offering professional advice to meet the customers’ investment goals and needs

- Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

- All licensing requirements such as HKSI paper 1, 7 & 8 and Insurance Immediate Qualifying Exams (IIQE) such as Paper 1,2 3 & 5 have to be met

Requirements

- Good exposure in International Banking and Indians are preferred (own customer network)

- Degree holder in related disciplines preferred

- Minimum 3 years of sales experience in investment and insurance products

- Qualified to carry out Insurance and Investment regulated activities is a must

- Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products

- Strong business acumen, able to analyze and interpret business and financial data

- Self-starter with a tenacity to succeed, and a flair for selling

- Certified Retail Wealth Professional preferred

- HKIB Certified Banker preferred

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Please check out our recruitment video https://youtu.be/UMv0Wj_Y04s for more information.

We regret only shortlisted candidates will be notified.

Location:

One Island East

Job:

Relationship Management

Schedule:

Regular

Employee Status: