Treasures Relationship Manager (Offshore Affluent)

About the role

DBS Consumer Banking Group is hiring a Treasures Relationship Manager (offshore affluent segment) for its Songren Branch in Taipei. The role covers acquiring affluent customers, building relationships, selling wealth management products and providing professional financial advice, with a schedule of regular hours.

Key responsibilities

• Acquire new affluent customers and cross-sell through referrals and personal connections.
• Analyze customer financial needs and offer banking, insurance and investment solutions, explaining products and their risks.
• Attend to customer queries on wealth management, investment and treasury products, and attend training and briefings.
• Maintain regular contact with existing customers, update them on products and account status, and run portfolio reviews and cross-selling.
• Handle customer enquiries and execute financial transactions and orders.
• Provide superior customer service and meet the bank's service standards.
• Follow bank policies, security controls and compliance requirements, including licensing and fitness-to-practice, KYC, FNA, PDPO anti-money laundering checks and documentation completeness.
• Refer other consumer banking products to the appropriate staff and work with colleagues to meet team objectives.

Required profile

• At least 3 years' sales experience in consumer banking, preferably in the offshore affluent segment.
• Proven sales track record in wealth management products.
• Familiarity with local customs and client preferences, and knowledge of competitors' products, pricing and interest rates.

Required skills

• Knowledge of offshore rules of engagement and cross-border sales and marketing guidelines.
• Ability to perform financial needs analysis and planning.