DBS Bank
DBS Bank
DBS Bank is a Singapore-headquartered financial services group serving customers across 19 Asian markets. Its business spans retail banking, corporate banking and wealth management, supported by digital banking capabilities and an increasing focus on artificial intelligence. DBS also explores financial innovation, including tokenised products, while highlighting responsible banking, sustainability and scam prevention as part of its customer-focused approach. The company operates across banking, finance and fintech and is known for its strong regional presence and industry recognition.

Contract Treasures Business Development Specialist – Shanghai

Drive customer acquisition and partner-channel growth for DBS Bank’s Treasures wealth management business in Shanghai. Support account opening, introduce tailored wealth solutions, and provide ongoing service to help achieve sales targets.

Description

  • Acquire new customers through internal channels and participate in customer referral events organized inside and outside the bank to build a qualified client pipeline.
  • Provide new branch and branch sales-office customers with account-opening services, ongoing maintenance, and day-to-day support while increasing their assets held with the bank to meet business and service objectives.
  • Develop toward a future Treasures relationship manager role within the bank.
  • Identify and develop new customer acquisition channels, including strategic partners, referrals, and internal events.
  • Maintain and improve existing channel quality while strengthening relationships with channel partners.
  • Manage the full new-customer acquisition process, including prospect outreach, qualification, account opening, applications, and related documentation.
  • Meet the bank’s sales assignments and targets while contributing to team growth objectives.
  • Work with relationship managers to gather customer insights and ensure smooth handoffs and continued support.
  • Present global wealth management solutions to customers, emphasizing value propositions aligned with their financial goals.
  • Handle and follow up on customer requests and inquiries, delivering timely and effective solutions to support satisfaction and retention.
  • Follow bank policies, standards, operating procedures, security requirements, internal controls, and compliance measures.
  • Comply with local regulators’ rules and requirements governing the sales process.
  • Report to the Treasures business development team manager and achieve or exceed assigned sales targets.

Requirements

  • Formal education is required; a business or finance-related discipline is preferred.
  • Strong enthusiasm for working in an international bank.
  • Relevant sales and customer acquisition experience is preferred.
  • Proactive, efficient customer communication skills with the ability to use professional, context-specific messaging.
  • Ability to manage competing priorities, maintain focus and energy, organize time effectively, and deliver positive results.
  • Knowledge of banking products and services is preferred.

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