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 their financial needs, and recommend suitable banking, insurance, and investment products. You will manage customer relationships, handle transactions and inquiries, meet sales and service targets, maintain compliance, and collaborate with colleagues to achieve shared objectives.
Requirements
- At least 3 years of sales experience in consumer banking, preferably in the affluent segment
- Proven sales track record in wealth management products
- Degree in business, finance, or a related discipline
- Registered RI for Regulated Activities Type 1 and 4, with HKSI Licensing Examination Papers 1, 7, and 8 or equivalent
- Registered TR for General and Long Term insurance, with IIQE Papers 1, 2, 3, and 5 or equivalent
- CI CRWP ECF-RWM registration preferred
- CFP or CFA designation is an advantage
- Excellent listening, verbal, and written communication skills
- Ability to influence others
- Fluency in Mandarin and English
- Subject to the Mandatory Reference Checking Scheme
Responsibilities
- Acquire new affluent customers through cross-selling, referrals, and personal 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 other sales-related duties
- Meet assigned sales and business targets
- Maintain regular contact with existing customers and deepen relationships
- Provide product, market, account, and portfolio information to customers
- Handle customer inquiries, financial transactions, orders, and operations
- Deliver financial needs analysis, planning, and customer service
- Adhere to bank policies, operational procedures, security measures, and internal controls
- Comply with regulatory, licensing, KYC, FNA, PDPO, AML, and documentation requirements
- Collaborate with colleagues and partners to meet team objectives