Wealth Management Sales Representative (Treasures RM, Licensed)

About the role

DBS Consumer Banking Group is hiring a licensed sales representative for its Treasures wealth management business at the Tienmu branch in Taipei. The role involves promoting financial planning services and wealth management products, building relationships with affluent customers and delivering compliant, professional service.

Key responsibilities

• Acquire new affluent customers and cross-sell banking, insurance and investment products through referrals and personal connections.
• Analyse customer financial needs and recommend suitable wealth management products, explaining them 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 handle enquiries and transactions.
• Refer other consumer banking products to the appropriate staff and refer customers to other branches when needed.
• Provide high-quality customer service and meet the bank's service standards.
• Follow bank policies, compliance and regulatory requirements, including licensing and fitness-and-properness, KYC, FNA, anti-money laundering and documentation completeness.
• Work cooperatively with colleagues to meet team objectives.

Required profile

• At least 3 years of 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.
• Understanding of KYC, FNA and anti-money laundering requirements.