Wealth Management Relationship Manager
DBS · Dubai
On-site · DubaiFull TimeMid LevelSales & Business Development
No salary statedPosted 8 hours ago8h agoApply link checked 43 minutes ago
Why we think you can apply
- Employer country
- United Arab Emirates · Dubai
- Hiring model
- UAE-based role · the employer hires in the UAE
- Work from
- Dubai · on-site
- Time-zone overlap
- Gulf Standard Time · none needed
Posted 8 hours ago · apply link checked 43 minutes ago
About the role
Responsibilities
- Acquire new affluent clients through cross-selling, referrals, and personal business contacts
- Provide appropriate wealth management products and services based on client needs
- Conduct financial needs analysis and planning to offer banking, insurance, and investment solutions
- Update clients on product/market information and account status to increase product penetration
- Comply with all regulatory requirements including KYC, FNA, and AML standards
- Adhere to bank policies, security, and internal monitoring procedures
Requirements
- Degree holder, preferably in Business or Finance
- Minimum 3 years of consumer banking sales experience, ideally in high-end client service
- Must be registered RI (Type 1 & 4) and pass HKSI Papers 1, 7, and 8
- Must be registered TR and pass IIQE Papers 1, 2, 3, and 5
- Ability to identify potential clients and increase AUM and CASA AUM
- Strong understanding of market trends and competitive activities
- Deep insight into client acquisition in China, Taiwan, or Asian markets
- Fluency in Mandarin, Cantonese, and English
- Excellent written and oral communication skills
About the Company
DBS is a leading financial services group in Asia with a presence in 19 markets. Recognized globally for its digital innovation and leadership, DBS provides a full range of services in consumer, SME, and corporate banking.
What we look for
- Degree in Business or Finance
- 3+ years consumer banking sales experience
- RI licensed (Type 1 & 4)
- IIQE certified (Papers 1, 2, 3, 5)
- Fluent Mandarin, Cantonese, and English
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