Senior Officer to Associate, Treasures Relationship Associate, Consumer Banking Group

China, Beijing Branch; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

DBS Bank in Hong Kong is seeking a Relationship Manager for the Treasures segment. You will reactivate existing Treasures clients, identify needs, and explore AUM top-up opportunities, while also acquiring new Treasures customers across channels.

You will serve as a Digital Ambassador for General Banking services, delivering superior service under the Treasures Interaction Model and bank standards. Mandarin and English fluency are required, with relevant wealth and AML/compliance awareness.

Qualifications

• Bachelor’s degree in business or finance.
• 2–3 years’ experience in consumer banking with a strong sales drive.
• Exposure to investment products and priority banking preferred.
• Fluent in Mandarin and English.
• HKIB/ Certified Retail Wealth Professional preferred.

Responsibilities

• Reactivates existing Treasures customers to identify needs and top-up opportunities.
• Acquires new Treasures customers from multiple channels.
• Acts as Digital Ambassador for General Banking services.
• Delivers superior service per the Treasures Interaction Model and bank standards.
• Ensures KYC/AML compliance and complete documentation for accounts and deals.

Skills

Sales drive

Communication

Interpersonal skills

Mandarin & English fluency

Education

Bachelor's degree in business/finance

Job description

Business Function

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

Location

One Island East

Job

Relationship Management

Schedule

Regular