DBS

Analyst, Treasures Relationship Manager, Zhongshan Branch, Treasures & Distribution, Consumer Banking Group

Taipei

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hirly's read of this role

Seniority: Lead / management
Country: TW
Work mode: On-site / unstated
First seen by hirly: 3 Nov 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

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

Support Relationship Managers in managing and growing the affluent client portfolio.
Assist in preparing comprehensive financial portfolio reviews and investment proposals.
Conduct market research and analyze financial data to identify investment opportunities.
Facilitate client onboarding processes, ensuring strict adherence to regulatory compliance, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) guidelines.
Resolve client queries efficiently, providing high-quality service and administrative support.
Collaborate with internal product specialists and operational teams to deliver seamless wealth management solutions.

Requirements

Bachelor’s degree in Business, Finance, Economics, or a related discipline.
Prior experience in wealth management, consumer banking, or financial services.
Strong understanding of financial markets, investment products, and wealth management concepts.
Excellent interpersonal and communication skills to build relationships with stakeholders.
Analytical mindset with proficiency in financial analysis and data interpretation.
Highly organized with the ability to multi-task and work in a fast-paced environment.
Relevant regulatory certifications in financial advisory are an advantage.

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We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location:

Zhongshan Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Original posting on DBS's site ↗

Listed on hirly, a job board. hirly is not the employer: DBS is hiring for this role.

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