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 orders, and support relationship managers in building customer trust.
Role type
Senior IC customer service representative (wealth management)
Builds
Customer service interactions and administrative support for Treasures customers
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
Investment and insurance product knowledge, customer service, data analysis, Mandarin, English
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, Compile statistics, analysis and reports
Seniority
Senior, hands-on IC