Associate, Treasures Relationship Manager, Consumer Banking Group
2 days ago
Job Description - Associate, Treasures Relationship Manager, Consumer Banking Group (WD71379)
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) Promotion of Financial Planning Services and Wealth Management Products
- Acquire new affluent customers and solicit business opportunities through cross-selling, referral, personal business connections, etc.
- Identify customer needs through financial needs analysis/planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio management).
- Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers.
- Attend to customers’ queries on wealth management including investment & treasury products needs.
- Perform call activities in line with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager.
- Responsible for meeting all sales and business targets assigned to ensure maximum contribution to the revenue of DBS Treasures.
- Perform RI regulated activities and TR insurance activities.
- Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager.
(B) Relationship Building and Account Servicing
- Maintain regular contact with existing customers to build & deepen relationships and reduce attrition.
- Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross-selling.
- Handle enquiries and execute financial transactions/orders & operations for customers.
- Keep attuned to the current economic and financial markets to be current and proficient in attending to customers’ queries.
- Make cross-referral of other consumer banking products to the appropriate staff for follow-up.
(C) Customer Experience Management
- Provide superior customer service and professional financial solutions through discreet financial needs analysis/planning that satisfies customers’ changing financial needs.
- Achieve and exceed the service standards set by the Bank.
(D) Audit 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 selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in account opening & in each deal.
- Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.
(E) Teamwork
- Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.
Requirements
- Degree holder, preferably in business or finance-related discipline;
- Must be registered RI (Regulated Activities: Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent;
- Must be registered TR (General* & Long Term (incl. linked long term)) with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
(*New staff who do not possess the required general insurance qualification are required to pass the IIQE Paper 2 within three months after the commencement of service.)
- Preferably be registered CI – CRWP (ECF-RWM).
- CFP and CFA designation would be an advantage.
- Excellent listening skills, with an inquisitive mind.
- Strong ability to influence.
- Self-driven and highly ambitious.
- Good written and verbal communication skills.
- Fluent in Mandarin and English are required.
- Other competencies in accordance with rank and role based on competency matrix.
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.
We regret only shortlisted candidates will be notified.
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