ALYST, Treasures RM, Consumer Banking Group - Taiwan
2天前
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
- Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
- Maintain strong relationships with clients by providing exceptional customer service and regular portfolio reviews
- Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
- Achieve sales targets and contribute to the growth of the Treasures segment
Requirements
- Strong understanding of investment products, wealth management strategies, and financial planning
- Excellent communication and interpersonal skills to effectively engage with high-net-worth clients
- Ability to work independently and as part of a team to deliver exceptional client service
- Possess a relevant professional certification, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
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类似职位
Job Purpose · 1.為房貸既有客戶提供服務. · 2.提供客戶好的服務,處理溝通房貸問題,以達客戶需求滿意.維繫良好關係. · Key Accountabilities · 1.擔任房貸既有客戶服務,達到既定的KPI · 2.與Retention團隊合作,為內部和外部客戶提供優質的服務,無投訴 · 3.確保Retention團隊內的所有營運支援工作流程均實施適當的內部控制,以保護銀行免受潛在聲譽風險;營運欺詐和/或財務風險暴露。 · 4為新產品的成功上市提供一切營運支援。 · 5.幫助解決與房貸客戶相關的問題,並及時回報任何潛在的重大問題。 ...
1天前
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. Our financial solutions are not only the best in the business - they were made just right for you. · ...
3天前
As DBS continues to expand its digital ecosystem, Digital Risk Governance Team plays a key role in ensuring that innovation and compliance move in sync. · We translate complex regulatory and security frameworks into practical governance, enabling mobile and internet banking to de ...
9小时前
Develop strong relationships with clients in Institutional Banking Group providing tailored financial solutions to meet their unique business needs. · ...
2周前
We help our customers realise their dreams and ambitions by providing personalized home advice and solutions tailored to their specific needs. · ...
2周前
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, ...
2天前
Provide personalized home advice and solutions to customers, · tailored to their specific needs and preferences. · ...
1周前
+Provide personalized home advice and solutions to customers. · +Conduct in-depth analysis of customer's financial situation, lifestyle, and future goals to recommend suitable home-related products and servicesCollaborate with cross-functional teams to ensure seamless delivery of ...
2周前
Business Function · Group Audit helps the Board and Executive Management meet the strategic and operational objectives of the DBS Group. We conduct independent checks to ensure that the Group's risk and control processes are adequate and effective. All our team members are highly ...
1天前
The Executive Director will be responsible for leading and managing the FIG business locally in Taiwan. · Business Development: Identify and pursue new business opportunities to expand the client base. · Team Leadership: Lead cross-functional JPM teams to drive client engagement ...
5天前
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. · ...
1周前
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, ...
9小时前
Business Function · Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exc ...
9小时前
Develop and maintain strong relationships with clients across various industries to understand their business needs and provide tailored financial solutions. · ...
1周前
· Job Description · 1. 櫃台交易處理及其他業務配合:處理現金、支票、國內外匯款及外匯交易、開戶/ 銷戶以及分行各項總務工作輪調。 2. 客戶體驗管理:處理和跟進客戶的查詢、要求和交易,以確保客戶滿意度。 3. 稽核和合規監控:遵守銀行的政策、標準、操作準則/ 規程、保安和內部控制及遵守政府和金管會合規措施。 4. 轉介推銷銀行產品/ 服務:在處理櫃台交易時,辨別潛在客戶並將其引薦給銷售人員。 · -en ...
1天前
Business Function · Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services, including cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign exc ...
9小时前
+-프로 문장: · +갈는치이 , · .창좏, · ...
1周前
Business Function · Digital revolutions are set to change the way we live, work and play. That's why we've spared no effort in ensuring we are at the forefront of this new generation. · Digital Banking focus on creating innovative products and services to integrate banking into o ...
9小时前
+This role involves developing and maintaining strong relationships with clients across various industries to understand their financial needs and provide tailored solutions. The Assistant Relationship Manager will also proactively identify cross-selling opportunities and collabo ...
5天前
Develop and maintain strong relationships with clients across various industries to understand their financial needs and provide tailored solutions. · ...
1周前