Relationship Manager, Institutional Treasury Management

Posted 9 Days Ago
Be an Early Applicant
The Center, CT, USA
In-Office
Entry level
Fintech • Information Technology • Software • Financial Services
The Role
Manage and grow institutional deposit portfolios by identifying client needs and cross-selling corporate banking and treasury solutions. Coordinate with Cash Management, Trade Services, T&M and Insurance teams, ensure KYC and regulatory compliance, support team leadership, and collaborate with inter-group parties to deepen relationships with high-net-worth corporates and intermediary agents.
Summary Generated by Built In
  • To follow the bank strategy and the business plans so as to solicit a substantial deposit portfolio 
  • To identify our customer needs with sound product knowledge, high quality service and full range of corporate banking services & products so as to increase our product penetration and wallet share  
  • To tailor make a one-stop corporate banking services & solutions for our target companies so as to meet their various banking needs  
  • To collaborate with internal parties, particularly Cash Management, Trade Services, T&M, Insurance Teams, on idea generation, campaign execution and end-to-end performance management
  • To work closely with various inter-group parties to capture the maximum opportunity of building relationship with high net worth corporate and intermediary agents
  • To take ownership for account compliance and KYC, and coordinate with internal parties for account conduct monitoring
  • To assist the Team Head in driving the team to work towards a common goal
  • To comply with the registered capacity as well as any conditions imposed by the HKMA and other regulatory bodies. This includes compliance with the applicable requirements of the Code of conduct for Persons Licensed by or Registered with the SFC & Insurance Authority.

Location:

The Center

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • Corporate banking product knowledge (cash management, trade services, treasury & markets, insurance)
  • Proven ability to solicit and grow deposit portfolios and increase product penetration
  • Strong client relationship management and communication skills
  • KYC, account compliance and regulatory knowledge relevant to HKMA, SFC and Insurance Authority
  • Experience collaborating with internal stakeholders and leading campaign execution
  • Teamwork and ability to assist Team Head in driving team goals
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The Company
41,000 Employees
Year Founded: 1968

What We Do

DBS Bank is a leading financial services group in Asia, headquartered in Singapore. It provides a full range of consumer, SME, and corporate banking services. The bank is recognized for its digital innovation, having been named 'World's Best Digital Bank' and 'World's Best Bank' by various publications. It also operates the DBS Foundation, which supports social enterprises and community initiatives, reflecting its commitment to creating impact beyond traditional banking.

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