Senior Officer to Senior Associate, Treasures ARM, Consumer Banking Group & Wealth Management
Core
Handle general enquiries and calls from DBS Treasures customers, assist with investment product order placements, and support Relationship Managers in building customer relationships.
Role type
Senior Associate, Customer Service & Operations
Builds
Customer service interactions and administrative support for DBS Treasures investment products
Domain
Consumer Banking & Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, Insurance product knowledge, Banking operations, Customer relationship management, Data analysis and reporting, Regulatory compliance for financial products
Preferred skills
HKIB Certified Banker, Enhanced Competency Framework certification
Technologies
DBS Treasures platform, Investment order systems
Responsibilities
Handle general enquiries and calls from DBS Treasures customers, Assist with investment products' order placements, Assist Treasures Relationship Manager in maintaining and building relationship with customers, Compile statistics, analysis and reports
Seniority
Senior, hands-on IC