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在DBS财富管理团队担任客户经理，负责高净值客户的开发与关系维护，通过财务需求分析提供投资、保险等全方位财富管理方案，推动交叉销售并确保合规运营。
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realize their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Job Responsibilities:
A) Promotion of Financial Planning Services and Wealth Mgt Products
1. Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc.
2. Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.).
3. Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers.
4. Attend to customers’ queries on wealth management incl. investment & treasury products needs.
5. Attend all relevant training and briefings and reflectcustomer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager.
(B) Relationship Building and Account Servicing
0. Maintainregular contact with existing customers to build & deepen relationship and reduce attrition.
1. Update customers on the latest product/market information and their account status to increase utilization & product penetration andincrease share of customer’s wallets through portfolio review and cross selling.
2. Handle enquiries and execute financial transactions/orders & operations for customers.
3. Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.
4. Make cross referral of other consumer banking products to the appropriate staff for follow-up.
(C) Customer Experience Management
0. Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs.
1. Achieve and exceed the service standards set by the Bank.
(D) Audit and Compliance Control
1)Adhere tobank’spolicies, standards, operations guidelines/ procedures, security and internal control measures.
2)Comply with thecompliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in a/c opening & in each deal.
(E) Teamwork
0. Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.
Job Requirement:
0. At least 3 years’ sales experience in consumer banking, preferably with specialization in offshore affluent segment
1. Consistent and proven sales track record in wealth management products.
2. Knowledge of offshore rules of engagements and cross-border sales and marketing guidelines.
3. Familiar with local customs and client preferences for relevant market.
4. Knowledge of relevant market competitor landscape (ie. Products, pricing, interest rates, etc)
Location:
Tienmu BranchJob:
Customer ServiceSchedule:
RegularEmployee Status:
Full time软件和信息技术服务业
