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 provide suitable banking, insurance, investment, and wealth-management solutions. You will manage portfolios and customer relationships, meet sales targets, handle customer transactions and inquiries, maintain service standards, and comply with licensing, KYC, AML, privacy, and regulatory obligations.
Requirements
- At least 3 years of consumer banking sales experience
- Proven wealth management product sales track record
- Registered RI for Type 1 and Type 4 regulated activities, or equivalent
- HKSI Licensing Examination Papers 1, 7, and 8, or equivalent
- Registered TR qualification, or equivalent
- IIQE Papers 1, 2, 3, and 5, or equivalent
- Fluency in Mandarin and English
- Listening, verbal communication, written communication, and influencing skills
Responsibilities
- Acquire new affluent customers through cross-selling, referrals, and business connections
- Identify customer needs through financial needs analysis
- Provide tailored banking, insurance, investment, and wealth management solutions
- Explain product risks and offer suitable products based on customer profiles
- Manage investment profiles and portfolios
- Meet sales and business targets
- Maintain regular contact with existing customers and deepen relationships
- Update customers on products, markets, account status, and portfolio reviews
- Handle customer inquiries, financial transactions, orders, and operations
- Deliver financial planning and customer service
- Comply with bank policies, licensing, KYC, FNA, PDPO, AML, and documentation requirements
- Work collaboratively to meet team objectives