Senior Officer to Associate, Treasures Relationship Associate, Consumer...

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

DBS Bank (Hong Kong) Limited is seeking a Senior Officer to Associate, Treasures Relationship Associate in Consumer Banking. You will reactivate Treasures clients, acquire new customers, and act as a Digital Ambassador for General Banking services.

This role emphasizes KYC compliance, policy adherence, and delivering exceptional client service. The ideal candidate holds a business/finance degree, has 2–3 years in consumer banking with sales flair, and is fluent in Mandarin and English.

Qualifications

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

Responsibilities

• Reactivate existing Treasures customers to identify their needs and explore AUM top up opportunity.
• Acquire new to bank Treasures customer from different channels.
• As a Digital Ambassador for General Banking services.
• Provide superior service to customers in accordance with the Treasures Customer Interaction Model and the Bank’s service standards.
• Adhere all internal policies & procedure, guideline, including the staff licensing, fit and properness of staff, anti-money laundering policy, Know Your Customer principles and refined sales process. Assist CSM to ensure KYC, anti-money laundering, documentation completeness in account opening and in each deal.

Skills

Mandarin

English

Customer service

Interpersonal skills

Sales skills

Education

Bachelor’s degree in business/finance

HKIB Certified Banker (preferred)

Certified Retail Wealth Professional (preferred)

Job description

Senior Officer to Associate, Treasures Relationship Associate, Consumer...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise 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 realise 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.

Responsibilities

• Reactivate existing Treasures customers to identify their needs and explore AUM top up opportunity
• Acquire new to bank Treasures customer from different channels
• As a Digital Ambassador for General Banking services
• Provide superior service to customers in accordance with the Treasures Customer Interaction Model and the Bank’s service standards
• Adhere all internal policies & procedure, guideline, including the staff licensing, fit and properness of staff, anti-money laundering policy, Know Your Customer principles and refined sales process. Assist CSM to ensure KYC, anti-money laundering, documentation completeness in account opening and in each deal

Requirements

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

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development andrecognises your achievements.

Location

One Island East

Job

Relationship Management

Schedule

Regular

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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. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.

DBS 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 17 consecutive years from 2009 to 2025.