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 (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
The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details in 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.
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: