Relationship Manager, Institutional Treasury Management

Posted 9 Hours Ago
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The Center, CT, USA
In-Office
Mid level
Fintech • Information Technology • Software • Financial Services
The Role
Manage and grow institutional treasury and deposit relationships by identifying client needs, cross-selling cash management, FX and bancassurance solutions, coordinating with internal product teams, ensuring KYC/compliance, and supporting team leadership to achieve business targets and portfolio growth.
Summary Generated by Built In

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 exchange. Through our continued commitment, DBS has cultivated long-standing relationships with its customers in the region that are based on account relationship management, service differentiation, product development and rigorous credit standards.

Responsibilities:

  • 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.

Requirements:

  • Relevant experience in banking or financial institutions as a relationship manager or product sales manager with at least 3 years in a management role

  • Solid product knowledge including cash management, foreign exchange and bancassurance

  • Strong team player with ability to foster trust and work well with team members as well as to drive cross-functional collaboration

  • Open-minded self-starter with a tenacity to succeed, and a flair for selling

  • Results-oriented, resourceful and possess keen business acumen in identifying and developing business opportunities

  • Excellent communication, presentation and consultative solutioning skills

  • Excellent command of written and spoken English and Chinese, Putonghua will be an advantage

  • Registered RI (Regulated Activities Type 1& 4) with passes in the HKSI Licensing Examination Papers 1, 7, 8 & 11 or equivalent

The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here

Location:

The Center

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • At least 3 years in a management role as a relationship manager or product sales manager in banking/financial institutions
  • Solid product knowledge of cash management, foreign exchange and bancassurance
  • Registered RI (Regulated Activities Type 1 & 4) with passes in HKSI Papers 1, 7, 8 & 11 or equivalent
  • Excellent command of written and spoken English and Chinese
  • Putonghua proficiency
  • Strong team player with ability to drive cross-functional collaboration
  • Proven sales orientation, self-starter with tenacity and consultative selling skills
  • Results-oriented, resourceful with strong business acumen to identify and develop opportunities
  • Ownership of account compliance and KYC, and ability to coordinate account conduct monitoring
  • Ability to assist Team Head in driving team performance
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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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