Senior Officer to Senior Associate, Treasures ARM, Consumer Banking Group & Wealth Management
Core
Facilitate account opening, handle general inquiries, support relationship managers in nurturing client relationships, and promote Treasures financial products for DBS Consumer Banking Group customers.
Role type
Senior Associate, Retail Banking Operations & Sales Support
Builds
Account opening documentation, sales/promotional materials, customer service interactions
Domain
Consumer Banking / Wealth Management
Deliverable
product features
Required skills
Account servicing, General inquiries handling, Client relationship support, Sales material preparation, Customer outreach, Investment product explanation, Compliance adherence, KYC verification, Anti-money laundering procedures, Regulatory reporting
Preferred skills
Investment product exposure, Priority banking services experience
Technologies
None stated
Responsibilities
Facilitate account opening procedures and complete application forms, Handle general inquiries in person and over the phone, Support TRMs in nurturing and expanding client relationships, Compile and report on key statistics, Identify and source suitable financial products for customers, Engage customers through proactive outreach, Perform regulated activities (Type 1 & 4), Ensure compliance with internal policies and HKMA/SFC requirements
Seniority
Senior, hands-on IC