Treasures Relationship Manager 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 acquire and serve affluent customers, identify financial needs, and recommend suitable banking, insurance, and investment products. You will manage customer relationships and transactions, meet sales and service targets, uphold regulatory requirements, and collaborate with colleagues and partners.
Requirements
- At least 3 years of consumer-banking sales experience, preferably in the affluent segment
- Proven wealth-management product sales track record
- Degree in business, finance, or a related discipline
- Registered RI for Type 1 and 4 regulated activities with HKSI Licensing Examination Papers 1, 7, and 8, or equivalent
- Registered TR for general and long-term insurance with required IIQE papers, or equivalent
- Mandarin and English fluency
- Listening, verbal communication, written communication, and influencing skills
- CI-CRWP registration preferred
- CFP or CFA designation is an advantage
Responsibilities
- Acquire new affluent customers through cross-selling, referrals, and business connections
- Identify customer needs and provide tailored banking, insurance, and investment solutions
- Offer suitable wealth-management products and explain associated risks
- Execute call activities and meet sales and business targets
- Maintain customer relationships and conduct portfolio reviews
- Handle customer inquiries, financial transactions, orders, and operations
- Deliver financial planning and customer service
- Comply with policies, controls, licensing, KYC, FNA, PDPO, AML, and documentation requirements
- Collaborate with colleagues and partners to achieve team objectives
Hiring Process
Subject to the Mandatory Reference Checking Scheme.