Job - Relationship Manager, Dah Sing Financial Group
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Dah Sing Financial Group

Dah Sing Financial Group – Your Employer of Choice 

People are important stakeholders in our business. We believe in treating our employees well by creating an environment where they can excel, ensuring they are fairly rewarded and engaging them in business. We strive to embed socially responsible values throughout the organization, impacting our day-to-day operations. We support employee wellness, work-life balance and family friendly practices. If you share the same value and aspire to join an organization where you can contribute to its success with a rewarding career in return, join us today. 

Relationship Manager

Job Ref.CT3107776-01#0051

Reporting to the Branch Manager, you will be responsible for providing excellent service to VIP customers to satisfy customers' wealth management needs.

Job Responsibilities :

  • Meet and exceed sales targets assigned
  • Work to understand customers' financial needs for selling and cross-selling banking products for meeting customers' needs
  • Acquire new VIP customers through proactive sales acquisition effort
  • Grow existing portfolio through deepening of customer relationship and work to increase share of wallet
  • Provide professional service in selling of wealth management product by strictly adhering to sales process guidelines
  • Provide excellent service quality to VIP customers and maintain disciplined customer contacts
  • Work with product specialists where appropriate to provide services to VIP customers
  • Conduct operational procedures in a compliant manner by following the Bank's policy and procedures

To meet the challenge, you should possess the following qualifications and attributes :

  • Degree holder
  • Minimum 3 years of relevant working experience in serving high net worth customers
  • Comprehensive products knowledge on portfolio management and financial markets
  • Sound compliance knowledge related to investment products sales
  • Excellent interpersonal and communication skills
  • Professional licensing qualifications per local regulatory bodies requirement
  • Good command of written and spoken English and Chinese


Please note that only shortlisted candidates will be notified. 


Please note that only shortlisted candidates will be notified. 

Job Ref No.
CT3107776-01#0051
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