D

DBS Bank

Regional bank offering digital banking

Treasures Relationship Manager - Consumer Banking Group

Retail & Commercial BankingUpdated on Nov 12
Full-timeShanghai, ChinaNo salary listedIn-person

About the Job

Requirements

  • A formal educational qualification is required; a business- or finance-related major is preferred.
  • Fluency in Mandarin is required.
  • A good understanding of local banking practices and regulations is required.
  • At least 3 years of sales experience in the financial market in China is required.
  • A fund practitioner qualification certificate is required.
  • Knowledge of banking products and services is required.
  • Knowledge of financial planning and analysis, credit assessment, and credit analysis is required.
  • Knowledge of market trends and competitive activity in the general industry, local and overseas markets, and competition, effects, influences, and opportunities in personal banking is required.
  • Ability to establish relationships with clients and prospects, influence their acceptance of personal banking services, identify their needs, determine appropriate solutions, close sales, and follow up to prevent cognitive dissonance is required.
  • Ability to manage multiple priorities, maintain focus and energy, manage time, and use mobile technology to achieve results is required.
  • Ability to develop business channels and networks and meet assigned sales targets on time and to the required quantity and quality is required.

Responsibilities

  • Comply with bank policies, standards, operating procedures, security and internal controls, and compliance measures, especially local branch procedures.
  • Comply with rules and regulations established by local regulators, especially those applying to the sales process.
  • Acquire new customers and expand business through cross-selling, customer referrals, proactive upselling, and personal business relationships.
  • Use prudent financial needs analysis and planning to identify existing and prospective customers’ financial needs, and promote deposits and wealth-management products licensed by the city’s regulator.
  • Explain products and their possible risks to customers.
  • Participate in sales and promotional activities, including field promotions, corporate sales activities, and roadshows, to expand the customer base and business network and promote the bank’s image and brand in the city.
  • Report customer feedback and competitive conditions to the Wealth Management Centre Manager and make recommendations.
  • Maintain regular contact with existing customers to strengthen relationships and reduce customer attrition.
  • Provide customers with current product and market information and account status to increase account usage and product penetration.
  • Open customer accounts and complete applications and related documentation.
  • Handle customer inquiries.
  • Maintain current product and market knowledge and financial needs analysis and planning skills, and demonstrate professional competence in customer interactions.
  • Provide service in accordance with the bank’s required service standards.
  • Handle and follow up on customer requests and inquiries to ensure customer satisfaction.

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size
10,001+
Company stage
IPO
Headquarters
Singapore, Singapore
Founded
1968

Recently Posted Jobs

Explore more opportunities at DBS Bank

See more jobs