Treasures Assistant Relationship Manager, Consumer Banking Group
2 months ago
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).
- 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.
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