Treasures ARM, Consumer Banking Group & Wealth Management
Core
Facilitate account opening, handle general inquiries, support relationship managers in nurturing client relationships, and ensure compliance for Treasures customers in consumer banking.
Role type
Senior IC customer service and compliance specialist
Builds
Account opening procedures, sales support materials, and compliant service delivery for Treasures customers
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
account servicing, regulatory compliance (KYC/AML), customer relationship support, sales material preparation, data analysis, Mandarin fluency, English fluency
Preferred skills
investment product knowledge, priority banking experience
Technologies
None stated
Responsibilities
Facilitate account opening procedures and complete application documentation; Handle general inquiries in person and over the phone; Support TRMs in nurturing client relationships; Compile and report on key statistics; Identify and source suitable financial products for customers; Explain investment products and associated risks; Adhere to DBS policies and regulatory requirements including KYC and AML; Maintain daily environment and service quality of the Treasures Centre
Seniority
Junior to Mid-level, hands-on IC