Treasures Relationship Associate, Consumer Banking

About the role

DBS Consumer Banking Group is looking for a Senior Officer to Associate, Treasures Relationship Associate based in One Island East. The role sits within the relationship management schedule and focuses on reactivating existing Treasures customers, acquiring new ones and acting as a digital ambassador for general banking services.

Key responsibilities

• Reactivate existing Treasures customers to identify their needs and explore opportunities to increase assets under management (AUM)
• Acquire new-to-bank Treasures customers through various channels
• Act as a Digital Ambassador for General Banking services
• Provide superior service to customers in line with the Treasures Customer Interaction Model and the Bank's service standards
• Follow all internal policies and procedures, including staff licensing, fit and properness, anti-money laundering, Know Your Customer principles and the refined sales process
• Assist the customer success manager with KYC, anti-money laundering checks and documentation completeness for account openings and deals

Required profile

• Degree holder, preferably in business or finance
• Minimum 2-3 years' experience in consumer banking with a strong sales drive
• Fluent in Mandarin and English
• Self-starter with a tenacity to succeed and a flair for selling
• Customer-focused, with excellent communication and interpersonal skills
• Exposure to investment products and priority banking services preferred; Certified Retail Wealth Professional and HKIB Certified Banker preferred
• Fulfillment of the Enhanced Competency Framework preferred