ASSOC, Treasures ARM, Consumer Banking Group - Taipei, Taipei City
7小时前
工作描述
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
- Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
- Develop and maintain strong relationships with clients, understanding their unique financial goals and objectives
- Collaborate with cross-functional teams to deliver comprehensive financial solutions tailored to client needs
- Proactively monitor client portfolios and market trends, making recommendations to optimize investment strategies
- Ensure compliance with all relevant regulations and internal policies
- Contribute to the growth and development of the Treasures ARM team through knowledge sharing and best practices
Requirements
- Minimum 3-5 years of experience in the financial services industry, preferably in a client-facing role
- Strong understanding of investment products, wealth management strategies, and financial planning concepts
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
- Analytical and problem-solving skills to assess client needs and provide tailored financial solutions
- Ability to work collaboratively in a team environment and contribute to the overall success of the Treasures ARM team
- Commitment to continuous learning and professional development
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.
- en
Primary Location
Taiwan
Job
Customer Service
Schedule
Regular
Job Type
Full-time
Job Posting
Feb 23, 2026, 4:43:20 PM
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