DBS Bank · 1 day ago
Associate, Treasures Relationship Manager
DBS Bank is the leading bank in Asia, dedicated to helping customers realize their dreams and ambitions through a full spectrum of financial products and services. The Associate, Treasures Relationship Manager will develop action plans to acquire new customers, maintain existing portfolios, and provide excellent service while ensuring compliance with banking regulations.
BankingFinanceFinancial Services
Responsibilities
Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set
Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank's products and service
Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident
Ensure customer complaint are handled properly and timely
Be updated on competitors' offerings on regular basis
Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
Assist Team Leader and CBG Business Manager in achieving the team and branch target
Qualification
Required
Experience in the banking and finance industry would be an advantage
Sound understanding in banking products especially Bancassurance, Investment and Treasury products
Highly driven, self motivated, able to work under pressure, organized and good time management
Strong communication, interpersonal, and selling skills
Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)
Good written and verbal English
Able to operate computer and run Microsoft Office applications
Preferred
Possess relevant certification in various wealth management products would be an advantage
Benefits
Competitive salary and benefits package
Company
DBS Bank
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 CompanyTotal Funding
$3.99B2025-08-25Post Ipo Debt· $489.41M
2025-03-14Post Ipo Debt· $2B
2023-09-06Post Ipo Debt· $1.5B
Recent News
2026-01-23
2026-01-22
Company data provided by crunchbase