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VP / AVP / Senior Associate, Wealth Planner, Treasures Private Client, Consumer Banking Group & Wealth Management

DBS Bank

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VP / AVP / Senior Associate, Wealth Planner, Treasures Private Client, Consumer Banking Group & Wealth Management

Senior (6-10 years)


Technical Skills

  • Compliance
  • Credit Analysis
  • Economics
  • Financial Planning
  • Futures
  • Relationship Management
  • Sales
  • Training

Job Description

VP / AVP / Senior Associate, Wealth Planner, Treasures Private Client, Consumer Banking Group & Wealth Management

Location: Hong Kong

DBS. Living, Breathing Asia.

DBS is a leading financial services group in Asia, with over 280 branches across 18 markets. Headquartered and listed in Singapore, DBS has a growing presence in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's capital position, as well as "AA-" and "Aa1" credit ratings, is among the highest in Asia-Pacific. DBS has been recognised for its leadership in the region, having been named “Asia’s Best Bank” by The Banker, a member of the Financial Times group, and “Best Bank in Asia-Pacific” by Global Finance. The bank has also been named “Safest Bank in Asia” by Global Finance for seven consecutive years from 2009 to 2015.


  • Drive Bancassurance sales performance of Treasures Private Client (TPC) sales staff, build Bancassurance portfolio of TPC segment, review client portfolio regularly and work closely with Manulife to achieve sales target
  • Formulate and implement Bancassurance sales strategies and plans to optimize sales capacity and effectiveness
  • Collaborate with Product Team to generate ideas on products, expand range of products and services based on market intelligence and relevant information
  • Conduct coaching, training, and market/product briefing to TPC sales staff to enhance their functional competencies and professionalism in the course of interacting with clients
  • Support TPC Relationship Manager to provide superior service to TPC clients in accordance with the Bank’s required service standards
  • Resolve complex enquiries and complaints on insurance related matters, handle customer requests and enquiries to ensure customer satisfaction
  • Assist TPC Head and TPC sales staff to ensure full compliance with both internal and external regulatory requirement, and maintain high level of professional integrity


  • Degree holder, preferably in Economics, Finance or related discipline
  • Minimum 6 years of relevant experience in sales or support in Bancassurance or insurance with 4 years in serving high net worth clients
  • Solid experience in leading sales team in financial institution is preferred
  • Sound knowledge of financial planning, credit assessment and financial market
  • Take accountability for results, excellent problem solving skills with tenacity to succeed
  • Qualified to carry out regulated activities in Insurance (General, Long-term and Investment-linked Long-term) under The Hong Kong Federation of Insurers (HKFI) and in Investment (Types 1 and 4) under Securities and Futures Ordinance (SFO)
  • CFP and FLMI designation is an advantage

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), Fellow, Life Management Institute (FLMI)