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 trust.
Role type
Senior Officer to Senior Associate, Treasures ARM (Consumer Banking)
Builds
Consumer banking products and wealth management solutions for DBS Treasures customers
Domain
Consumer Banking & Wealth Management
Deliverable
client delivery
Required skills
Account servicing, investment product knowledge, insurance product knowledge, banking product knowledge, data compilation and reporting
Preferred skills
HKIB Certified Banker, Enhanced Competency Framework
Technologies
None stated
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 DBS Treasures customers, Handle relevant correspondence, records and all related administrative duties, Compile statistics, analysis and reports
Seniority
Senior, hands-on IC