Team Lead, Treasury Specialist, Treasures

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

• Lead, manage and supervise a sub-team of Treasury Specialists covering assigned districts or clusters, with accountability for revenue delivery, sales productivity, compliance discipline and people development. Maintaining an efficient resource allocation within the team
• Drive the achievement of treasury revenue targets across FX/FXD, fixed income and various PI / Non-PI structured products through effective sales management, pipeline tracking and close partnership with RMs, branch managers and district heads.
• Provide day-to-day coaching, guidance and performance management to Treasury Specialists to enhance product knowledge, advisory quality, client engagement effectiveness and execution standards.
• Deliver timely market views, trade ideas and tactical product positioning to support frontline client conversations, deepen client engagement and smoothen execution quality.
• Oversee the execution of treasury transactions, including FX, structured products and fixed income, ensuring transactions are handled efficiently, accurately and in accordance with the Bank’s internal policies and regulatory requirements.
• Handle escalated client cases and complex transaction enquiries, providing guidance to team members and ensuring appropriate escalation where required.
• Safeguard the highest standards of compliance, suitability, risk control and conduct across the team, including adherence to SFC, HKMA, AML and internal governance requirements.
• Work closely with Product, Process Governance, Investment Advisory, Branch Network, Risk, Compliance, Operations and other stakeholders to support business initiatives, product launches, process enhancement and platform efficiency.
• Partner with district and branch management to identify business opportunities, improve RM and TS collaboration, and strengthen client penetration across the assigned coverage.
• Support the Treasury Specialist Team Head in setting and implementing business priorities, sales initiatives, team development plans and control standards.

Key Accountabilities

• Delivery of treasury revenue against assigned team targets.
• Growth in active client base, product penetration and client engagement.
• Strong RM and branch partnership, with improved referral conversion and execution quality.
• High compliance standards with satisfactory audit, risk and regulatory outcomes.
• Effective people management, staff retention and competency development within the TS team.
• Timely execution of business initiatives, product campaigns and platform/process improvements.

Requirements

• Minimum 6–8 years of relevant experience in treasury markets, wealth management, investment advisory or financial institutions.
• Proven experience in leading or coaching a sales/advisory team is preferred.
• Strong frontline sales experience with affluent, retail or wealth management clients will be an advantage.
• Solid experience across FX, structured products, fixed income and/or other treasury-related investment products. 
• University degree in Finance, Economics, Business Administration, Statistics or a related discipline.
• Fluent in English, Cantonese and Mandarin.
• Proficiency in data analytics tools and AI-enabled applications will be an advantage.
• Relevant regulatory licenses required for the role, including RI license where applicable.

 Apply Now

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

We regret only shortlisted candidates will be notified.

Location:

One Island East

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time