Associate, Treasures Relationship Manager of Chungkang Branch jobs in United States
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DBS Bank · 1 day ago

Associate, Treasures Relationship Manager of Chungkang Branch

DBS Bank is a leading bank in Asia, providing a full spectrum of consumer banking products and services. They are seeking an Associate, Treasures Relationship Manager to enhance customer wealth through exceptional service and tailored financial solutions.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

透過卓越的客戶服務及專業的財務解決方案,增加/ 強化客戶及其家人的財富
依據客戶的資產組合/ 財務需求,提供全方位的理財規劃建議,確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務
透過緊密的團隊合作,提供客戶專業、客製化的服務體驗,滿足其所有銀行相關的需求( 含銀行一般業務、借貸及投資)

Qualification

Wealth Management ExperienceFinancial Planning CertificationsPersonal Investment KnowledgeAmbitionCompliance AwarenessInterpersonal SkillsCommunication Skills

Required

擁有大學學位;商學或財務相關學位優先考慮
三年以上銀行業財富管理業務經驗
需具以下七張財富管理證照,信託業務人員、人身保險業務員、投資型保險商品業務員、外幣收付之非投資型人身保險資格、投信投顧相關法規、結構型商品銷售人員資格及金融常識與職業道德
熟悉個人投資理財商品/服務,如外匯,雙元貨幣
擁有良好的人際互動及溝通技巧
擁有強烈的企圖心,渴望成功
遵守法紀及銀行合規,並能自我要求者

Company

DBS Bank

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DBS Bank is a digital banking firm that offers consumer, SME, and corporate banking services.

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 Company
Total Funding
$3.99B
2025-08-25Post 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
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Helge Muenkel
Group Chief Sustainability Officer
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Company data provided by crunchbase