Analyst, Treasures RM (Licensed, Sales Incentive) (RG0168) at DBS Bank

Taipei, , Taiwan -

Full Time

Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Financial Planning, Relationship Management, Cross Selling, Portfolio Management, Customer Acquisition, Risk Assessment, Compliance, KYC, Financial Needs Analysis, Investment Products, Insurance Products

Industry

Banking

Description

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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 realize 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. Job Responsibilities: A) Promotion of Financial Planning Services and Wealth Mgt Products 1. Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc. 2. 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 mgt.). 3. 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. 4. Attend to customers’ queries on wealth management incl. investment & treasury products needs. 5. Attend all relevant training and briefings and reflectcustomer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing 0. Maintainregular contact with existing customers to build & deepen relationship and reduce attrition. 1. Update customers on the latest product/market information and their account status to increase utilization & product penetration andincrease share of customer’s wallets through portfolio review and cross selling. 2. Handle enquiries and execute financial transactions/orders & operations for customers. 3. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries. 4. Make cross referral of other consumer banking products to the appropriate staff for follow-up. (C) Customer Experience Management 0. Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs. 1. Achieve and exceed the service standards set by the Bank. (D) Audit and Compliance Control 1)Adhere tobank’spolicies, standards, operations guidelines/ procedures, security and internal control measures. 2)Comply with thecompliance 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 a/c opening & in each deal. (E) Teamwork 0. 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. Job Requirement: 1. Consistent and proven sales track record in wealth management products. 2. Knowledge of relevant market competitor landscape (ie. Products, pricing, interest rates, etc) Location: Nanjing Songjiang Branch Job: Relationship Management Schedule: Regular Employee Status: Full time DBS is more than a bank — we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world. DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 15 consecutive years from 2009 to 2023. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.

Responsibilities

The role focuses on acquiring affluent customers and providing tailored financial planning and wealth management solutions. It involves maintaining strong client relationships, executing financial transactions, and ensuring strict adherence to regulatory compliance and audit standards.