Specialist, Business Development, Treasures, Consumer Banking Group
At a glance
Mid-level Business Development role at Dbs. One Island East · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Acquire new customers through assigned branches and nearby residential, office, and government locations
- Open accounts, complete customer applications, and transfer Treasures clients to relationship managers
- Resolve customer requests while meeting required service standards and satisfaction goals
- Support management-led account-opening projects and follow bank controls, licensing, KYC, and anti-money-laundering rules
What you bring
- One to two years in sales and service work, ideally within consumer banking
- A degree, preferably in business or finance, is expected for this position
- Registration as a TR for long-term products with IIQE papers one and three, or an equivalent credential
- Additional TR or RI registrations and the specified IIQE or HKSI passes are preferred
Who this fits
This role suits a mid-level sales professional who can prospect locally, open accounts, serve customers, and maintain regulatory discipline. You will be based at One Island East in Hong Kong and assigned to branches across the network.
From the employer
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) Build solid Customer Base
- Be the “Hunter” role for customer acquisition in order to drive more customer numbers
- Assigned to branches of the network as base and to source customer including and not limited to nearby residential estate, office buildings, government departments etc.
- Reflect customer feedback & competitive situation and recommend suggestions to Team Leader.
(B) Relationship Building and Account Servicing
- Open account, complete application & related documentation for customers.
- Keep abreast of the latest product/market knowledge to demonstrate high level of functional competencies and professionalism when interacting with customers.
- Handshake all Treasures customer properly to TRM for relationship building & follow-up
(C) Customer Experience Management
- Provide superior service to customers in accordance with the Bank’s required service standards.
- Process and follow through customer requests and enquiries to ensure customer satisfaction.
(D) Account Opening System Support
- Help to support ad hoc project which required by management or project base, if necessary
(E) Sales Governance and Compliance Control
- Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures.
- Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of sellinge. sales staff’s licensing and fitness & properness, KYC, anti-money laundering & documentation completeness in a/c opening & in each deal.
- Comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC
Requirements
- Experience level: preferably with 1-2 years of working experience in sales & service-related industry, preferably with exposure in Consumer Banking business.
- Degree holder, preferably in business or finance related discipline;
- MUST be a registered TR [Long Term (excl. linked long term)] with passes in IIQE papers 1 & 3; or equivalent.
- Preferably be a registered TR [General & Long Term (incl. linked long term)] with passes in IIQE papers 2 & 5; or equivalent.
- Preferably be a registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
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:
One Island EastJob:
Product SalesSchedule:
RegularEmployee Status:
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