Senior Associate, Treasures Relationship Manager, Nanjing Songjiang Branch, Treasures & Distribution, Consumer Banking Group

Senior Associate, Treasures Relationship Manager, Nanjing Songjiang Branch, Treasures & Distribution, Consumer Banking Group-(WD77800)

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

• Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc.
• 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.).
• 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.
• Attend to customers’ queries on wealth management incl. investment & treasury products needs.
• 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

(C) Customer Experience Management

(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

Job Requirement :

Primary Location

: Taiwan

Job

: Relationship Management

Schedule

: Regular

Employee Status

: Full-time : Job Posting

: Sep 30, 2025, 10 : 45 : 22 AM