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DBS Bank (Hong Kong) Limited

Associate, Treasures Relationship Manager, Consumer Banking Group

Hong KongSales

About the role

FinEx AI summary

Acquires and manages affluent customers for DBS Treasures, providing financial needs analysis and wealth management solutions across banking, insurance and investment products. Meets assigned sales targets and maintains regular client contact to deepen relationships.

Core skills

Financial PlanningWealth ManagementCross-sellingCustomer Relationship ManagementInvestment ProductsInsurance Products

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