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DBS · Multiple locations

# Specialist, Treasures Development

Multiple locations 

Listed on DBS’s official careers site. Listed as of October 18, 2026. Check that it is still open and apply there.
[Apply on DBS’s careers site →](https://dbs.wd3.myworkdayjobs.com/DBS_Careers/job/Shanghai/Specialist--Treasures-Development_2600000S)

[OpenNash Jobs](https://jobs.opennash.com/) / [DBS](https://jobs.opennash.com/companies/dbs/) / Specialist, Treasures Development

## Job description

职位目标 Ÿ 借助行内各种渠道, 进行新客户开发,参与行内外组织的客户推介活动,积累客户资源 Ÿ 为支行或分行营业部新客户提供客户开户服务和维护,日常咨询方面的需求,增加客户在我行的资产占比,以达到银行预期的业务和服务目标 Ÿ 发展成为银行的丰盛理财经理储备人才 主要职责
- 渠道开发和拓展合格丰盛理财客户
- 开拓挖掘新客户获取渠道（如战略合作伙伴，客户推荐，行内活动等），为我行新增合格丰盛理财客户。
- 维护和优化现有渠道质量，主动探索深化与渠道合作伙伴关系，在拓展新客工作中实现高效协同。

### 负责新客户开发的全流程
- 对潜在客户进行定向触达和资质筛选，为新客户开立账户，完成申请和相关文档。
- 达成银行下达的各项销售任务，达到销售目标，为团队整体增长指标做出贡献。
- 协作式客户关系管理
- 与客户经理紧密合作，与潜在客户积极互动，主动收集客户洞察（如风险偏好，财务目标等），确保客户交接顺畅和持续支持。
- 向客户引介我行全球财富管理解决方案，突出贴合其财务目标的价值主张。
- 主动处理和跟进客户的要求和查询，按照银行服务标准提供及时有效的解决方案，维持良好的客户满意度和留存率。
- 审计和合规控制 1) 遵守银行的政策、标准、操作准则/规程、安保及内部控制和合规措施，尤其是分支机构当地的操作规程。 2) 遵守由当地监管机构做出的规则和规定，尤其是那些适用于销售过程的规则和规定。 职责管辖范畴 丰盛理财客户拓展经理向丰盛理财客户拓展主管汇报，并需负责达到和超越本行所分配之各项销售指标。 教育背景和相关工作经验要求 教育经历
- 拥有正规学历，商务或财务相关专业优先考
- 对外资银行工作抱有热忱 工作经验 有相关销售经验和 客户开发经验者优先 专业技能要求

### 技术知识
- 具备主动高效的客户沟通技巧，擅长通过专业化，场景化沟通话术

### 多重任务
- 能够驾驭多个优先事务，保持敏锐的关注和精力水平，管理时间，以获得积极的成果

### 产品知识
- 具备银行有关产品和服务知识者优先 Location: PRC

### Shanghai Job
- Product Sales Schedule: Regular Employee Status:

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Jul 16, 2026
- Last checked: Oct 18, 2026
- Listed for: 94 days
- Location: Multiple locations[Apply on DBS’s careers site →](https://dbs.wd3.myworkdayjobs.com/DBS_Careers/job/Shanghai/Specialist--Treasures-Development_2600000S)

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