Officer, Treasures Onboarding Specialist, Consumer Banking Group
3 days ago
Job Description - Officer, Treasures Onboarding Specialist, Consumer Banking Group (WD72300) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Responsibilities (A) Build solid Customer Base Be the “Hunter” role for customer acquisition in order to drive more customer numbers Assigned to branches of the network as base and to source customer including and not limited to nearby residential estate, office buildings, government departments etc. Reflect customer feedback & competitive situation and recommend suggestions to Team Leader. (B) Relationship Building and Account Servicing Open account, complete application & related documentation for customers. Keep abreast of the latest product/market knowledge to demonstrate high level of functional competencies and professionalism when interacting with customers. Handshake all Treasures customer properly to TRM for relationship building & follow-up (C) Customer Experience Management Provide superior service to customers in accordance with the Bank’s required service standards. Process and follow through customer requests and enquiries to ensure customer satisfaction. (D) Account Opening System Support Help to support ad hoc project which required by management or project base, if necessary (E) Sales Governance and Compliance Control Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures. Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of sellinge. sales staff’s licensing and fitness & properness, KYC, anti-money laundering & documentation completeness in a/c opening & in each deal. Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC Requirements Degree holder, preferably in business or finance related discipline; MUST be registered TR (Long Term (excl. linked long term)) with passes in IIQE papers 1 & 3; or equivalent. Preferably be registered TR (General & Long Term (incl. linked long term)) with passes in IIQE papers 2 & 5; or equivalent. Preferably be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent. Fluent in Cantonese, Mandarin and English are required. We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified. #J-18808-Ljbffr
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Hong Kong Island, Hong Kong SAR China 300005 Chief Executive's Office_00002555 Full timeJob Description - Assistant Officer/ Officer, Treasures Service Executive, Treasures & Distribution, Consumer Banking Group J3) Assistant Officer/ Officer, Treasures Service Executive, Treasures & Distribution, Consumer Banking Group - ( J3 ) Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our...
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Treasures Associate, Consumer Banking Group
3 days ago
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