Customer Service Officer, DBS Treasures – Wealth Management Support

Job Description

Senior Officer to Senior Associate, Treasures ARM, Consumer Banking Group & Wealth Management | DBS Group Holdings

The Tone:
This is a regular full-time role at DBS Group Holdings, located in Hong Kong. DBS Consumer Banking Group helps customers achieve their dreams and ambitions by providing a full spectrum of financial products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans. This role is crucial in delivering customer-focused solutions, supporting investment product placements, and strengthening relationships with DBS Treasures customers.

The TL;DR
• Role: Full Time
• Type: Regular
• Location: In-person, Hong Kong, Hong Kong

• Team: Working within the Treasures ARM team, supporting Treasures Relationship Managers in the Consumer Banking Group & Wealth Management.
• Mission: Provide dedicated support to DBS Treasures customers and Relationship Managers, ensuring customer satisfaction and efficient service delivery.

What You’ll Actually Do
• Customer Support: Respond to and resolve general inquiries and calls from DBS Treasures customers with customer-focused solutions.
• Investment Facilitation: Assist customers with the placement of investment product orders.
• Relationship Building: Support Treasures Relationship Managers in maintaining and building confidence and trust with DBS Treasures customers.
• Administrative Management: Handle relevant correspondence, maintain records, and perform all related administrative duties.
• Reporting & Analysis: Compile statistics, conduct analysis, and prepare various reports.

The Must-Haves
• Background: Bachelor’s degree in any discipline, with foundational knowledge of banking, wealth management, and insurance products.
• Experience: Minimum 1 year of experience in account servicing within Consumer Banking, including being qualified to carry out Insurance and Investment regulated activities.
• Skills: Sound knowledge of banking, wealth management, and insurance products; excellent customer-focused communication and interpersonal skills; fluent in both Mandarin and English.
• Bonus: HKIB Certified Banker preferred; fulfillment of requirements under the Enhanced Competency Framework preferred.