最新職位資訊來自 DBS Bank 職位為 Treasures Relationship Manager, Consumer Banking Group. If the Treasures Relationship Manager, Consumer Banking Group 職位空缺在 香港 符合您的資格，請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。
請注意，求職申請並非總是容易的，申請人必須符合公司設定的特定要求。我們希望以下在 DBS Bank 職位為 Treasures Relationship Manager, Consumer Banking Group 的職業機會適合您的專業資格。
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique 職位 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, investments, insurance, mortgages, credit cards and personal loans, 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.
ResponsibilitiesA) Promotion of Financial Planning Services and Wealth Mgt Products
Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc.
Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.).
Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers.
Attend to customers’ queries on wealth management incl. investment & treasury products needs.
Perform call activities in line with Relationship Management Model and other sales‑related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager.
Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures.
Perform RI regulated activities and TR insurance activities.
Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager.
B) Relationship Building and Account Servicing
Maintain regular contact with existing customers to build & deepen relationship and reduce attrition.
Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling.
Handle enquiries and execute financial transactions/orders & operations for customers.
Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.
Make cross referral of other consumer banking products to the appropriate staff for follow‑up.
C) Customer Experience Management
Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs.
Achieve and exceed the service standards set by the Bank.
D) Audit and Compliance Control
Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures.
Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti‑money laundering & documentation completeness in a/c opening & in each deal.
Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.
E) Teamwork
Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.
Requirements
Degree holder, preferably in business or finance related discipline.
Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and
Must be 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 is required to pass the IIQE Paper 2 within three months after the commencement of service.)
Preferably be registered CI – CRWP (ECF‑RWM).
CFP and CFA designation would be an advantage.
Excellent listening skills, with an inquisitive mind.
Strong ability to influence.
Self‑drive and highly ambitious.
Good written and verbal communication skills.
Fluent in Mandarin and English are required.
Other competencies in accordance to rank and role based on competency matrix.
The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.
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. We regret only shortlisted candidates will be notified.
Job Details
地點: One Island East Job: Relationship Management Schedule: Regular Employee Status: Full time
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工作資料：
公司名稱: DBS Bank
職位: Treasures Relationship Manager, Consumer Banking Group
工作地點: 香港
國家: HK
如何提交申請：
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