About the role
FinEx AI summary
Acquires and manages affluent Treasures customers, promoting wealth management, insurance and investment products through financial needs analysis and cross-selling. Builds and deepens client relationships via portfolio reviews and regular contact while meeting sales targets.
Core skills wealth management financial planning cross-selling customer relationship management investment products insurance
Role details
Work style On-Site
Posted 23 Oct 2026
Sales
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Relationship Manager, Business Banking (Licensed)
DBS Bank (Hong Kong) Limited
Hong Kong · HK$35,000–50,000/mo (AI-estimated)
Sales
↗
Relationship Manager, Business Banking, SME Banking
DBS Bank (Hong Kong) Limited
Hong Kong · HK$35,000–50,000/mo (AI-estimated)
Sales
↗
Assistant Vice President/ Assistant Manager, Portfolio Management
HSBC
Central & Western District, Hong Kong SAR · HK$40,000–50,000/mo (AI-estimated)
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