Treasures Assistant Relationship Manager, Consumer Banking Group

DBS; Singapore; On-site; SGD 42,000 - 65,000; Full time

Job summary

DBS Treasures in Singapore is seeking a meticulous Customer Service professional to support affluent clients within the DBS Treasures wealth platform. You will handle client requests, verify instructions, and refer cross‑selling opportunities to Treasures Relationship Managers.

CMFAS certification and 3+ years in banking are required; strong communication and multi‑tasking are essential in a fast‑paced, compliant environment.

Qualifications

• Minimum 3 years of work experience in banking or financial services.
• CMFAS certification required.
• Proficient in Microsoft Office.

Responsibilities

• Achieve service standards to enhance customer satisfaction and retention.
• Handle customer requests promptly and in compliance with regulations.
• Attend training and briefings.
• Address and follow‑up on customer service requests daily and assist with transactions.
• Identify customers’ financial needs and refer cross‑selling opportunities to Treasures Relationship Managers.
• Process and verify customer instructions for investments (for TARMs certified).
• Offer information on investment products and services (for TARMs certified).

Skills

Strong communication

Multi-tasking

Meticulous

Education

Polytechnic Diploma or Bachelor Degree

Tools

Microsoft Office

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.

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever‑evolving financial landscape to achieve their individual financial goals and aspirations.

Responsibilities

• Achieve service standards as set out for Treasures staff to enhance customer satisfaction and retention.
• Ensure that all customer requests are dealt with in a timely and consistent manner while adhering to regulatory, compliance and internal security audit requirements.
• Attend all relevant training and briefings.
• Address and follow‑up on customer service requests/issues on daily basis and assist with completion of service‑related transactional orders &/or ad‑hoc projects as assigned by Treasures Client Service Manager. Assist walk‑in customers with their requests/transactions.
• Identify customers’ financial needs and refer cross‑selling opportunities for Treasures Relationship Managers and specialists to follow up.
• Process and verify customers instructions for investments products (only applicable for TARMs certified in advisory).
• Offer information on investment products and services available to customers (only applicable for TARMs certified in advisory).

Requirements

• Polytechnic Diploma or Bachelor Degree from any discipline.
• Minimum 3 years of work experience in the banking or financial services industry, preferably in branch operations or financial advisory.
• Highly meticulous with strong communication skills and ability to multi-task.
• Sound knowledge of banking products, services, and procedures.
• Proficient PC skills (eg. Microsoft Office)
• Selected candidate will need to be CMFAS certified as part of the role requirements.
• Good understanding of financial and investment products.

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

Location: DBS Treasures Job: Customer Service 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.