Wealth Relationship Manager
DBS · Dubai
On-site · DubaiFull TimeMid LevelFinance & Banking
No salary statedPosted 5 hours ago5h agoApply link checked 1 hour 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 5 hours ago · apply link checked 1 hour ago
About the role
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
- Collaborate with product specialists to offer professional advice to meet customers' investment goals
- Grow and maximize revenue potential by building strong customer relationships
- Meet all licensing requirements including HKSI and IIQE exams
Requirements
- Minimum 3 years of sales experience in investment and insurance products
- Qualified to carry out Insurance and Investment regulated activities
- Sound knowledge of banking, wealth management and insurance products (equities, unit trust, bonds, treasury)
- Strong business acumen and ability to analyze financial data
- Degree holder in related disciplines preferred
- Certified Retail Wealth Professional or HKIB Certified Banker preferred
About the Company
DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered in Singapore, it is recognized as the World's Best Bank and is at the forefront of leveraging digital technology to shape the future of banking.
What we look for
- 3+ years sales experience in investment and insurance
- Qualified for Insurance and Investment regulated activities
- Knowledge of equities, unit trust, bonds and treasury products
- Degree in related discipline preferred
- HKSI paper 1, 7 & 8
- IIQE Paper 1, 2, 3 & 5
BankingInsurance
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DBSDubai
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