Job Description

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.

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers.

The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

Responsibilities

• Build and maintain relationships with assigned portfolio of clients by handling requests and queries in timely and consistent manner while complying with regulatory, compliance and internal security audit requirements.
• Address and follow-up on client service requests and issues daily, duties include:

• Opening and servicing of deposit accounts and cards.
• Take email and/or phone instructions and execute fund transfer requests (e.g. within DBS, telegraphic transfers, MEPS) and fixed deposit transactions (placements / withdrawal / change of maturity instructions).
• Ensure client accounts have sufficient funds and/or promptly regularised for cheque issuances and bank charges (e.g. custody fee).
• Execute equity trade orders and advise on corporate actions.
• Handle card fraud or merchant disputes.
• Assist with securities transfer in/out of Treasures.
• Guide and educate clients on digibank features and enhancements.
• Ensure clients personal information and tax residency details remain current and accurate.
• Conduct regular compliance reviews and KYC assessments (client due diligence, name screening and transaction review) and take adequate measures to establish the source of wealth and source of funds of customers.
• Uncover financial needs of clients and identify cross-selling opportunities for Treasures Relationship Managers and/or specialists (Bancassurance and Home Advisory Specialist).
• Attend all relevant trainings and briefings to be informed on banking products and services.

Requirements

• University Degree /Diploma/ 2 years of work experience.
• Customer-centric and solution-oriented.
• Strong interpersonal and excellent communication skills.
• Focused, disciplined and exhibit high personal standards.
• Highly meticulous, strong communication skills and numeric.
• Strong knowledge of the banking products & services and procedures.
• Proficient PC skills.
• Selected candidate will be CMFAS certified as part of the role requirements.
• Good understanding of financial, investment products, services including equity and bond markets.

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.

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