Treasures ARM, Consumer Banking Group & Wealth Management
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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will handle account opening and customer inquiries, support Treasures Relationship Managers, promote and explain investment products, deliver strong customer experience, and ensure compliance with bank policies, AML/KYC and HKMA/SFC requirements.
Requirements
- 1-2 years of account servicing experience, preferably in consumer banking
- Degree, preferably in business or finance
- Registered RI (Type 1 & 4) with HKSI Papers 1, 7 & 8 or equivalent
- Registered TR (General & Long Term) with IIQE papers 1, 2, 3 & 5 or equivalent
- Fluency in Mandarin and English
- Exposure to investment products and priority banking preferred
Responsibilities
- Facilitate account opening and complete documentation for Treasures customers
- Handle customer inquiries in person and by phone
- Support TRMs in nurturing client relationships
- Manage correspondence, records and administrative tasks
- Compile and report key statistics
- Source suitable financial products for customers under TRM guidance
- Prepare sales and promotional materials
- Explain investment products and risks to customers
- Perform regulated activities Type 1 & 4
- Deliver superior customer service and maintain Treasures Centre quality
- Adhere to policies, AML/KYC and internal controls
- Comply with HKMA and SFC requirements
Hiring Process
Subject to the Mandatory Reference Checking Scheme.