About this role
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
- Support Relationship Managers in managing and growing the Treasures client portfolio.
- Assist in executing client transactions, account opening, and maintenance processes accurately and efficiently.
- Address client inquiries promptly, providing high-quality service and operational support.
- Conduct regular reviews and ensure compliance with all regulatory, KYC (Know Your Customer), and anti-money laundering (AML) guidelines.
- Coordinate with internal departments, including operations, product teams, and compliance, to facilitate seamless service delivery.
- Prepare portfolio reports, market updates, and administrative documentation for client meetings.
Requirements
- Bachelors degree in Business, Finance, or a related discipline.
- Relevant experience in a client-facing or support role within wealth management or consumer banking.
- Strong understanding of financial products, investment services, and banking operations.
- Excellent communication, interpersonal, and relationship-building skills.
- High level of integrity, attention to detail, and ability to work in a fast-paced environment.
- Relevant regulatory certifications in financial advisory are highly advantageous.
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.
Location:
Taichung Branch
Job:
Customer Service
Schedule:
Regular
Employee Status:
Full time