Hong Kong SAR
DBS PB
- Provide comprehensive and customized financial service to successful and influential individual. - Our Offering includes investments, banking and lending, trust services and wealth advisory. - Expand the client base and maintain existed client relationship, enhanced their banking experience. - Help client to analyze their financial requirements including banking, lending, investment, trust and insurance. - Cooperated with iBank platform to provide tailored capital market resolution to significant shareholder of listed company.
Global Ultra Wealth Management
- Provide wealth management services to target market - Handle client relationships from perspective of providing tailored solutions - Groom junior Relationship Managers to support the business - Act as investment and insurance product specialist for upgrading and maintaining professionalism in the investment sales area - Disseminate up-to-date market and product information to frontline associates - Enhance customer experience by providing portfolio advisory services and end-to-end solutions to meet customers' needs as well as managing excellent after-sales service processes