找工作

(A) Promotion of Financial Planning Services and Wealth Mgt Products 1) Acquire new affluent customers and solicit business opportunities through cross selling, referral, personal business connections, etc. 2) Identify customer needs through financial needs analysis / planning and provide appropriate solutions on a broad range of banking, insurance & investment products (e.g. investment profile review, portfolio mgt.). 3) Offer suitable wealth management products/services in accordance with the customers’ profile, promote and explain the products & their associated risks, if any, to the customers. 4) Attend to customers’ queries on wealth management incl. investment & treasury products needs. 5) Perform CRM call activities in line with Relationship Management Model and other sales-related duties as assigned by DBS Treasures Centre Manager &/or Branch Manager. 6) Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution to the revenue of DBS Treasures. 7) Perform RI regulated activities and TR insurance activities 8) Attend all relevant training and briefings and reflect customer feedback & competitive situation and recommend suggestions to DBS Treasures Centre Manager &/or Branch Manager. (B) Relationship Building and Account Servicing 1) Maintain regular contact with existing customers to build & deepen relationship and reduce attrition. 2) Update customers on the latest product/market information and their account status to increase utilization & product penetration and increase share of customer’s wallets through portfolio review and cross selling. 3) Handle enquiries and execute financial transactions/orders & operations for customers. 4) Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries. 5) Make cross referral of other consumer banking products to the appropriate staff for follow-up. (C) Customer Experience Management 1) Provide superior customer service and professional financial solutions through discreet financial needs analysis / planning that satisfies customers’ changing financial needs. 2) Achieve and exceed the service standards set by the Bank. 3) Conduct regular business trips to deepen relationship with offshore clients (D) Audit and Compliance Control 1) Adhere to bank’s policies, standards, operations guidelines/ procedures, security and internal control measures. 2) Comply with the compliance and regulatory requirements and code of conduct, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, PDPO anti-money laundering & documentation completeness in a/c opening & in each deal. 3) Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC. 4) Compliance with Cross-border Marketing and Sales Policy and Standard. (E) Teamwork 1) Work hand in hand with fellow colleagues and working partners to ensure that all objectives of the team are met and there is team harmony and unity.

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 Acquire new affluent customers and solicit business opportunities from GBA & Taiwan markets Ensure the onboarding journey of new customer is smooth Identify customer needs through discreet financial needs analysis and planning Provide appropriate solutions and personalized service on a broad range of banking, insurance & investment products Make cross referral of other consumer banking products to meet customers’ investment goals and needs Grow and maximize the revenue potential of these segment customers by building strong customer relationships and delivering differentiated solutions Manage operational risk, observe relevant policies or guidelines and fulfil compliance requirements Please check out our recruitment video https://youtu.be/V3CugJScPwA for more information.

1. Conduct IBG TSU review to comply with Group framework. 2. To ensure the results are formally tracked and reported to management 3. Monthly report preparation including regional and location 4. Handle inspection matters in relation to TSU including regulatory audit, local audit and PWC etc. 5. TSU-RCSA , SCSA TSU-PDPA 6. EWSS system(transaction surveillance system) , re-platform, rule assessment , UAT, coordinate with group support team and prepare relevant material to committee as necessary. 7. Conduct training/education to TSU team members to comply with Group and local requirement 8. Group policy/procedure implementation ， deviation, local addendum as appropriate and communication with Group TSU/local TSU colleagues 9. TSU local SOP maintenance ( new/update) and communication with TSU colleagues 10. Taking follow-up actions in accordance with policy , procedure once an STR has been submitted to and FIU. 11. Disseminating any relevant alerts, notices or reports received from the local FIUs to the appropriate BU/SU for their awareness and learning. 12. Assisting supervisor or other teams (where appropriate) with respect to suspicious transaction investigations, gathering financial intelligence. 13. Adhoc task support if necessary.

1. Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections 2. Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience 3. Collaborate with experience product specialists in offering professional advice to meet the customers‘ investment goals and needs 4. Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions

1.執行法人金融客戶開發及維護等相關業務，以達成公司賦予之年度業績目標。 2.執行授信案件申請、文件彙整、授信後管理等相關作業。 3.確實遵守授信相關規範，以符合法令遵循並減少作業風險。 4.協助法人金融人員相關訓練，包括專業知識及業務經驗分享。 ※本職缺歡迎身障人士主動投遞履歷應徵

1.執行法人金融客戶開發及維護等相關業務，以達成公司賦予之年度業績目標。 2.執行授信案件申請、文件彙整、授信後管理等相關作業。 3.確實遵守授信相關規範，以符合法令遵循並減少作業風險。 4.協助法人金融人員相關訓練，包括專業知識及業務經驗分享。 ※本職缺歡迎身障人士主動投遞履歷應徵

歡迎對金融產業且擅長帶領團隊的你，加入群益金鼎這個大家庭！ 1.具備金融業工作經驗 3 年以上，擁有良好業務基礎及強烈企圖心朝管理職發展者尤佳。 2.帶領營業同仁達成分公司經紀業務以及財富管理等各項業務目標。 3.培訓新人養成業務開發、財富管理以及金融專業能力。 4.具有經紀業務或是財富管理客戶基礎，能夠協助達成分公司業務目標。 5.具備培訓數位營業員能力和社群經營能力尤佳 歡迎證券業務高手以及銀行業理專高手前來挑戰！！！ 全省分公司熱烈招募中，投遞履歷請註明希望工作地點

1.協助主管達成公司營運績效目標。 2.確切執行並完成主管交辦事項。 3.協同營業人員執行業務達成部門業績目標。

營業櫃台管理事宜，協助單位推動證券、期貨、複委託、財富管理各項業務行銷。