Treasures Onboarding Specialist

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

Company Overview:

As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers realise their dreams and ambitions. Our comprehensive range of products and services includes deposits, investments, insurance, mortgages, credit cards, and personal loans, catering to customers at every life stage.

Sales Governance and Compliance:

  • We adhere to the bank's policies, standards, operations guidelines/procedures, security, and internal control measures.
  • Compliance with regulatory requirements and code of conduct, particularly those applicable to selling, sales staff licensing, fitness & properness, KYC, anti-money laundering, and documentation completeness.
  • Registered capacity and conditions imposed by the HKMA and other regulatory bodies.

Customer Experience Management:

  • We provide superior service to customers in accordance with the Bank's required service standards.
  • Process and follow through customer requests and inquiries to ensure customer satisfaction.

Account Opening System Support:

  • We support ad hoc projects required by management or project base, if necessary.

Key Responsibilities:

  1. Build a solid customer base by acquiring new customers and driving customer numbers.
  2. Assigned to branches within the network as base and source customers from nearby residential estates, office buildings, government departments, etc.
  3. Reflect customer feedback and competitive situations, recommending suggestions to Team Leaders.
  4. Open accounts, complete applications, and related documentation for customers.
  5. Keep abreast of the latest product/market knowledge to demonstrate high-level functional competencies and professionalism when interacting with customers.
  6. Handshake Treasures customers properly to TRM for relationship building and follow-up.

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 registered TR (General & Long Term (incl. linked long term)) with passes in IIQE papers 2 & 5; or equivalent.
  • Preferably 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.

Benefits:

We offer a competitive salary and benefits package, along with the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Ongoing Development:

We regret only shortlisted candidates will be notified.



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