Financial Planning Manager Financial Planning Manager …

DBS Bank (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Competitive
DBS Bank (Hong Kong) Limited
in Hong Kong
Permanent, Full time
Be the first to apply
Competitive
See job description for details
Description - External
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, 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.

">

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
Requirements
  • Degree holder in related disciplines
  • Minimum 3 years of sales experience in investment and insurance products in Consumer Banking
  • 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
  • Customer-focused, with excellent communication and interpersonal skills
  • 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/V3CugJScPwA for more information.

We regret only shortlisted candidates will be notified.

DBS Bank (Hong Kong) Limited logo
More Jobs Like This
See more jobs
Close