DBS Bank

Associate, Treasures Relationship Manager, Taichung Branch, T&D, CBG - (WD73793)

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.

Job Responsibilities

1. 透過卓越的客戶服務及專業的財務解決方案，增加/強化客戶及其家人的財富
2. 依據客戶的資產組合/財務需求，提供全方位的理財規劃建議，確保產品的風險在客戶的承受範圍內並使客戶滿意本行的售後服務
3. 透過緊密的團隊合作，提供客戶專業、客製化的服務體驗，滿足其所有銀行相關的需求(含銀行一般業務、借貸及投資)

Job Requirements

1. 擁有大學學位；商學或財務相關學位優先考慮
2. 三年以上銀行業財富管理業務經驗
3. 需具以下七張財富管理證照，信託業務人員、人身保險業務員、投資型保險商品業務員、外幣收付之非投資型人身保險資格、投信投顧相關法規、結構型商品銷售人員資格及金融常識與職業道德
4. 熟悉個人投資理財商品/服務，如外匯，雙元貨幣...
5. 擁有良好的人際互動及溝通技巧
6. 擁有強烈的企圖心，渴望成功
7. 遵守法紀及銀行合規，並能自我要求者

Primary Location

: Taiwan

Job

: Relationship Management

Schedule

: Regular

Employee Status

:

Full-time

:

Job Posting

: Apr 25, 2025, 7:36:04 AM