Treasures RM, 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 new affluent customers, understand their needs through financial needs analysis, offer suitable wealth management, insurance and investment products, maintain and deepen client relationships, deliver great service, meet sales targets and comply with regulatory and compliance requirements.
Requirements
- Minimum 3 years of consumer banking sales experience, preferably affluent segment
- Proven sales track record in wealth management products
- 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
- Preferably registered CI – CRWP (ECF-RWM)
- CFP and CFA designation an advantage
- Excellent communication skills and ability to influence others
- Fluency in Mandarin and English
Responsibilities
- Acquire new affluent customers through cross-selling and referrals
- Identify customer needs via FNA and provide tailored solutions
- Offer suitable wealth management products and explain risks
- Address customer queries on wealth management, investment and treasury products
- Meet and exceed sales and business targets
- Perform RI regulated activities and TR insurance activities
- Maintain regular contact with existing customers to reduce attrition
- Conduct portfolio reviews and update customers on products and markets
- Handle customer inquiries and financial transactions
- Deliver superior customer service
- Comply with bank policies, regulatory requirements, KYC, AML and codes of conduct
- Collaborate with colleagues to meet team objectives
Hiring Process
Subject to the Mandatory Reference Checking Scheme.