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1–2 jobs· newest first

AVP/Snr Assoc/Assoc/Analyst, Treasures Relationship Manager, Treasures & Distribution, CBG
DBS Bank · Taipei, Taiwan
Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management
DBS Bank · One Island East, Hong Kong

+10K new in the last hour

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

DBS Bank · Posted May 22, 2026

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 documentation completeness cross-border sales and marketing guidelines knowledge of offshore rules of engagements knowledge of relevant market competitor landscape

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Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management

DBS Bank · Posted May 22, 2026

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

Benefits

competitive salary and benefits package

See full job description