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Find Job: » Finance » TW » Senior Associate, Treasures Relationship Manager - Changhua Branch, Cbg, Taiwan1

Senior Associate, Treasures Relationship Manager - Changhua Branch, Cbg, Taiwan

Taiwan, Taiwan, Taiwan
發表 2025-05-09
過期 2025-06-09
ID #2794756881
Free
Senior Associate, Treasures Relationship Manager - Changhua Branch, Cbg, Taiwan
Taiwan, Taiwan, Taiwan,
發表 May 9, 2025

描述

Senior Associate, Treasures Relationship Manager - Changhua Branch, CBG-(WD72822)

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 Description:

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 reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager.

    • (B) Relationship Building and Account Servicing

  • Maintain regular contact with existing customers to build & deepen relationship and reduce attrition.
  • Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling.
  • Handle enquiries and execute financial transactions/orders & operations for customers.
  • Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.
  • Make cross referral of other consumer banking products to the appropriate staff for follow-up.

    • (C) Customer Experience Management

  • Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs.
  • Achieve and exceed the service standards set by the Bank.

    • (D) Audit and Compliance Control

    1)Adhere to bank’spolicies, standards, operations guidelines/ procedures, security and internal control measures.

    2)Comply with the compliance 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

  • 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.

    • Requirement :

  • At least 3 years’ sales experience in consumer banking, preferably with specialization in offshore affluent segment
  • Consistent and proven sales track record in wealth management products.
  • Knowledge of offshore rules of engagements and cross-border sales and marketing guidelines.
  • Familiar with local customs and client preferences for relevant market.
  • Knowledge of relevant market competitor landscape (ie. Products, pricing, interest rates, etc)

    • -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

    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 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

    1.透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富

    2.依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務

    3.透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資)

    Job Requirements

    1.擁有大學學位；商學或財務相關學位優先考慮

    2.三年以上銀行業財富管理業務經驗

    3.需具以下七張財富管理證照，信託業務人員、人身保險業務員、投資型保險商品業務員、外幣收付之非投資型人身保險資格、投信投顧相關法規、結構型商品銷售人員資格及金融常識與職業道德

    4.熟悉個人投資理財商品/服務，如外匯，雙元貨幣...

    5.擁有良好的人際互動及溝通技巧

    6.擁有強烈的企圖心，渴望成功

    7.遵守法紀及銀行合規，並能自我要求者

    -en-en

    Primary Location

    : Taiwan

    Job

    : Relationship Management

    Schedule

    : Regular

    Employee Status

    : Full-time:

    Job Posting

    : Mar 11, 2025, 10:57:19 AM

    職位詳情

    工作類型: 全職
    合同類型: 永恆的
    薪酬類型: 每月
    職業: Senior associate, treasures relationship manager - changhua branch, cbg

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