Referso Jobs

ALYST, Treasures RM (Licensed, Sales Incentive) (RG0168)

DBS Bank · Posted May 22, 2026

Open

Taipei, Taiwan, Taiwan
Full-time
3+ years

Apply with Referso

ALYST, Treasures RM (Licensed, Sales Incentive) (RG0168)

DBS Bank · Posted May 22, 2026

Open

Taipei, Taiwan, Taiwan
Full-time
3+ years

Apply with Referso

AVP/Snr Assoc/Assoc/Analyst, Treasures Relationship Manager, Treasures & Distribution, CBG

DBS Bank · Posted May 22, 2026

Open

Taipei, Taiwan, Taiwan
3+ years

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Senior relationship manager responsible for promoting financial planning services and wealth management products to affluent customers in the DBS Consumer Banking Group.

Responsibilities

Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections
Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products
Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks
Attend to customers’ queries on wealth management incl. investment & treasury products needs
Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager

Skills

sales experience in consumer banking wealth management products cross selling KYC FNA PDPO anti-money laundering

Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management

DBS Bank · Posted May 22, 2026

Open

One Island East, Hong Kong
3+ years

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Responsible for promoting bancassurance products, managing customer experience, and ensuring compliance within DBS Consumer Banking Group.

Compensation

We offer a competitive salary and benefits package

Responsibilities

Acquire and solicit new bancassurance business through cross selling, referral from branch sales and customer centre
Identify financial needs of customers and cross sell suitable bancassurance products
Follow up on cases, make appointments and close deals
Introduce products and associated risks to customers
Serve as feedback channel on marketing and product acceptance issues

Requirements

Diploma/Degree in Business/Finance
Nice to have: Registered RI with passes in HKSI Licensing Examination Papers 1, 7 & 8
Nice to have: Registered TR with passes in IIQE papers 1, 2*, 3 & 5

Skills

Insurance sales experience KYC FNA anti-money laundering documentation completeness

Business Development Specialist

Fifth Third Bank · Posted Nov 6, 2026

Open

Remote, United States
Remote
Full-time · Associate
$61K–$126K per year
3+ years

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Responsible for onboarding commercial and corporate clients to our Membership Advantage program and collaborating with human resource professionals to ensure seamless integration and high levels of employee engagement. This role involves understanding client needs, providing tailored financial solutions, and driving business growth through strategic initiatives.

Compensation

Total Base Pay Range 61,200.00 - 125,500.00 USD Annual

Responsibilities

Facilitate the onboarding process for corporate clients
Build and maintain long-term relationships with commercial and corporate clients and their HR departments
Identify opportunities to promote banking products and services
Provide financial planning advice to clients
Oversee and manage client portfolios

Requirements

College degree or equivalent experience
Nice to have: Workplace banking experience
Nice to have: MS Office (Outlook, Word, Excel and PowerPoint)
Nice to have: Retail Sales platform systems (ACE)
Nice to have: FNA

Skills

Business sales relationship experience Networking and prospecting sales techniques Project management

Treasures RM, Consumer Banking Group

DBS Bank · Posted Jul 13, 2026

Open

Hong Kong
Full-time
3+ years

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Relationship Management

Compensation

We offer a competitive salary and benefits package

Responsibilities

Promote financial planning services and wealth management products
Acquire new affluent customers and identify business opportunities
Identify customer needs through FNA and provide tailored solutions
Offer suitable wealth management products and services
Address customer queries related to wealth management

Requirements

Degree holder, preferably in business or finance related discipline
Nice to have: CFP
Nice to have: CFA
Nice to have: CI – CRWP (ECF-RWM)

Skills

sales experience in consumer banking wealth management products KYC AML FNA TR insurance RI regulated activities

Treasures RM, Consumer Banking Group

DBS Bank · Posted Jul 10, 2026

Open

One Island East, Hong Kong
Full-time
3+ years

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Promote financial planning services and wealth management products to affluent customers, build relationships, manage accounts, ensure compliance, and achieve sales targets within DBS Consumer Banking Group.

Compensation

We offer a competitive salary and benefits package

Responsibilities

Acquire new affluent customers and identify business opportunities through cross‑selling, referrals, personal business connections
Identify customer needs through FNA to provide tailored solutions across a broad range of banking, insurance, and investment products
Offer suitable wealth management products and services based on customer profiles
Address customer queries related to wealth management, including investment and treasury products
Execute call activities in line with the Relationship Management Model and other sales‑related duties

Requirements

Degree holder, preferably in business or finance related discipline
Nice to have: CFP
Nice to have: CFA
Nice to have: CI – CRWP (ECF‑RWM)

Skills

sales experience in consumer banking wealth management products KYC

ALYST, Treasures RM (Licensed, Sales Incentive) (RG0168)

ALYST, Treasures RM (Licensed, Sales Incentive) (RG0168)

Responsibilities

Skills

AVP/Snr Assoc/Assoc/Analyst, Treasures Relationship Manager, Treasures & Distribution, CBG

Responsibilities

Skills

Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management

Compensation

Responsibilities

Requirements

Skills

Business Development Specialist

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Treasures RM, Consumer Banking Group

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Treasures RM, Consumer Banking Group

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FNA jobs

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