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DBS Bank

Regional bank offering digital banking

Associate Treasures Relationship Manager - Consumer Banking Group

Wealth Management & Financial AdvisoryUpdated on Nov 12
Full-timeIndonesiaNo salary listedIn-person

About the Job

Requirements

  • Experience in the banking and finance industry is advantageous.
  • A sound understanding of banking products, especially bancassurance, investment, and treasury products.
  • Relevant certification in various wealth management products is advantageous.
  • The ability to work under pressure, self-motivation, organization, and good time management are required.
  • Strong communication, interpersonal, and selling skills are required.
  • A good understanding of Know Your Customer (KYC) and Anti-Money Laundering (AML) principles is required.
  • Good written and verbal English is required.
  • The ability to operate a computer and use Microsoft Office applications is required.

Responsibilities

  • Develop an action plan to achieve and exceed annual revenue and new-customer acquisition targets.
  • Acquire new customers and maintain or upgrade existing customers' portfolios, working closely with TFO to achieve targets.
  • Provide excellent service to existing and potential customers by maintaining close relationships and managing their investment portfolios, including conducting regular meetings to assess banking needs and maximize cross-selling opportunities for the bank's products and services.
  • Implement the sales process framework, ensure customers fully understand offered products, and ensure customers' investment profiles suit the products to prevent mis-selling.
  • Handle customer complaints properly and promptly.
  • Stay updated on competitors' offerings.
  • Comply strictly with Know Your Customer and money-laundering prevention requirements, including maintaining regular customer contact for periodic reviews, and uphold integrity and honesty as a bank employee.
  • Assist the Team Leader and Consumer Banking Group Business Manager in achieving team and branch targets.

Desired Qualifications

  • Experience in the banking and finance industry.
  • Relevant certification in various wealth management products.

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

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