Team Lead Treasure RM Treasures and Distribution Consumer Banking Group
DBS Bank Ltd is a Singapore-based bank providing personal, SME, corporate, institutional, wealth management, financial markets, and digital banking services. Its clients include consumers, small and medium-sized businesses, corporations, and institutional customers.
About DBS Bank Ltd
DBS Bank Ltd provides banking products and services including accounts, cards, insurance, loans, investments, digital banking, payments, trade finance, foreign exchange, commodities, investment solutions, and derivatives clearing. Through its SME business, it supports businesses with financing, cash-flow management, online banking through DBS IDEAL, sustainability programmes, and business-growth initiatives. The bank serves personal customers, SMEs, corporate and institutional clients, and wealth-management customers across its regional markets.
Skills
About the Role
You will lead branch sales performance and business-development initiatives, oversee sales planning and customer activities, manage and develop staff, maintain service standards, resolve customer complaints, and ensure sales and branch operations comply with regulatory and internal requirements.
Requirements
- At least 5 years of consumer banking experience at executive level
- At least 3 years of sales-management experience
- Experience with wealth-management products, especially investment and insurance
- Degree in business, finance, or a related discipline
- RI registration for Type 1 and Type 4 regulated activities and applicable HKSI examination passes or equivalent
- TR registration and applicable IIQE examination passes or equivalent
- Fluency in Mandarin and English
Responsibilities
- Lead team sales performance and achieve branch business objectives
- Develop and execute branch business plans and sales initiatives
- Oversee call activities and weekly sales planning
- Conduct performance reviews and prioritize staff sales activities
- Develop strategic business and social contacts
- Conduct regulated investment and insurance activities
- Manage branch resource deployment and staff development
- Coach sales and operations staff and support new joiners
- Maintain customer-service standards and resolve complaints
- Ensure compliance with licensing, KYC, FNA, PDPO, anti-money-laundering, and documentation requirements