About the role
FinEx AI summary
The role is a Treasures Relationship Manager in Consumer Banking, responsible for acquiring affluent customers, cross-selling banking, insurance and investment products, and meeting sales targets. The RM will deepen existing relationships through regular contact, portfolio reviews, and handling client enquiries, while performing regulated and insurance activities.
Core skills Wealth management Financial needs analysis (FNA) Customer acquisition Cross-selling Portfolio management Investment products
Role details
Work style On-Site
Posted 23 Sep 2026
Sales
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Treasures Relationship Manager, Consumer Banking Group
DBS Bank (Hong Kong) Limited
Hong Kong · HK$35,000–50,000/mo (AI-estimated)
Sales
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Team Lead, Treasure RM, Treasures & Distribution, Consumer Banking Group
DBS Bank (Hong Kong) Limited
Hong Kong · HK$100,000–150,000/mo (AI-estimated)
Sales
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Senior Relationship Manager, Emerging Business (SME)
OCBC Bank (Hong Kong) Limited
Central and Western District · HK$72,000–120,000/mo (AI-estimated)
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