DBS Bank · 1 day ago
Analyst, Treasures Relationship Manager, Chungshan Branch, Treasures & Distribution, Consumer Banking Group
Branch, LA
Full-time
Onsite
Mid Level
3+ years expDBS Bank is the leading bank in Asia, offering a full spectrum of consumer banking products and services. The Analyst, Treasures Relationship Manager role focuses on acquiring affluent customers, providing financial planning services, and enhancing customer experience through relationship management.
BankingFinanceFinancial Services
Responsibilities
Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc
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.)
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
Attend to customers’ queries on wealth management incl. investment & treasury products needs
Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager
Maintain regular contact with existing customers to build & deepen relationship and reduce attrition
Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling
Handle enquiries and execute financial transactions/orders & operations for customers
Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries
Make cross referral of other consumer banking products to the appropriate staff for follow-up
Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs
Achieve and exceed the service standards set by the Bank
Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures
Comply with the compliance 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
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
Qualification
Required
At least 3 years' sales experience in consumer banking, preferably with specialization in offshore affluent segment
Consistent and proven sales track record in wealth management products
Knowledge of offshore rules of engagements and cross-border sales and marketing guidelines
Familiar with local customs and client preferences for relevant market
Knowledge of relevant market competitor landscape (ie. Products, pricing, interest rates, etc)
Company
DBS Bank
DBS Bank is a digital banking firm that offers consumer, SME, and corporate banking services.
10001+ employees
H1B Sponsorship
DBS Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$3.99B2025-08-25Post Ipo Debt· $489.41M
2025-03-14Post Ipo Debt· $2B
2023-09-06Post Ipo Debt· $1.5B
Leadership Team
C
Chong Lim Chew
Managing Director
Helge Muenkel
Group Chief Sustainability Officer
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase