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DBS Bank (Hong Kong) Limited

Treasures RM, Consumer Banking Group

Hong KongSales

About the role

FinEx AI summary

Relationship manager in the Consumer Banking Group responsible for acquiring affluent customers and cross-selling banking, insurance and investment products. Conducts financial needs analysis, offers wealth management solutions, and meets assigned sales targets. Maintains and deepens relationships with existing customers while performing regulated activities.

Core skills

wealth managementfinancial planningrelationship managementcross-sellinginvestment productsinsurance

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