About the role
FinEx AI summary
Drives Treasures Private Client business by promoting wealth management products and services, conducting financial needs analysis, and providing suitable solutions. Maintains and deepens client relationships, updates clients on markets, and grows assets and revenue through portfolio review and cross-selling.
Core skills wealth management financial needs analysis investment products treasury products portfolio review cross-selling
Role details
Work style On-Site
Posted 7 Nov 2026
Sales
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VP, Relationship Manager, Commercial Banking
UOB
Hong Kong (City Area) · HK$60,000–80,000/mo (AI-estimated)
Sales
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Relationship Manager, Liabilities (Institutional Investors / Funds), SME Banking (Licensed)
DBS Bank (Hong Kong) Limited
Hong Kong · HK$35,000–50,000/mo (AI-estimated)
Sales
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Treasures Portfolio Counsellor, Consumer Banking Group
DBS Bank (Hong Kong) Limited
Hong Kong · HK$57,000–142,500/mo (AI-estimated)
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