Associate, Treasures Associate, Consumer Banking Group
DBS BankOne Island East, Hong Kong7 天前
职位描述Per TRM’s instructions, source and identify suitable products for Treasures Prepare sales and promotion materials for TRMs, e.g. investment profile review, in particular and perform other sales-related duties as assigned by the Treasures Centre Manager and TRMs. Call Treasures customers to update them on the latest product, market information and account status. Introduce and explain investment products and the associated risks to Treasures Identify financial needs of Treasures customers and report to TRMs for follow-up. Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance. Reflect customer feedback and competitive situation to the Treasures Centre Manager and TRMs. Provide superior service to customers in accordance with the Treasures Customer Interaction Model and the Bank’s service standards. Process and follow through customer requests and enquiries to ensure customer satisfaction. Oversee the day-to-day Treasures Centre environment and service quality according to the Bank’s standards, and if required, bring up any issues or suggestions to the attention of the Branch Adhere to bank’s policies, standards, operations guidelines / procedures, security and internal control measures. Adhere all internal policies & procedure, guideline, including the staff licensing, fit and properness of staff, anti-money laundering policy, Know Your Customer principles and refined sales process. Assist CSM to ensure KYC, anti-money laundering, documentation completeness in account opening and in each deal. Improve and maintain work processes, audit controls and compliance quality for branch operation through leadership, education, on-going monitoring (incl. Branch Operation Evaluation, Branch Health Check) and effective improvement & remedial action Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC. Degree holder, preferably in business or finance related discipline; Must be registered RI [Regulated Activities : Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and Must be registered TR [General & Long Term (incl. linked long term) ] with passes in IIQE papers 1, 2 , 3 & 5; or equivalent. New staff who does not possess the required general insurance qualification is required to pass the IIQE Paper 2 within three months after the commencement of service.]
Associate, Treasures Associate, Consumer Banking Group-(WD77967)
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise 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 realise 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.
Responsibilities
(A) Account Servicing and Administrative Support
- Open account, fill in application forms & complete related documentation for Treasures
- Answer general enquiries from Treasures customers in the branch and over the phone.
- Assist TRMs to maintain and build relationship with Treasures
- Handle relevant correspondence, records and all related administrative duties.
- Compile statistics, analysis and reports.
(B) Promotion of Treasures products and services
(C) Customer Experience Management
(D) Audit and Compliance Control
Requirements
4. Exposure to investment products and priority banking services preferred.
5. Fluent in Mandarin and English are required.
6. The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details in .
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
We regret only shortlisted candidates will be notified.
Primary Location
: Hong Kong-One Island East
Job
: Customer Service
Schedule
: Regular
Employee Status
: Full-time : Job Posting
: Oct 22, 2025, 9 : 32 : 03 AM
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Associate • One Island East, Hong Kong
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