Treasures Relationship Manager

2 weeks ago

Singapur, Singapore DBS Bank Full time

Business Function

DBS Treasures is a premier wealth management platform in Singapore, well-equipped to meet the diverse needs of both Onshore and Offshore affluent clients. Our wide range of services delivers a seamless banking experience, supported by a comprehensive array of wealth management solutions covering investments and legacy planning. Clients of our Treasures division enjoy tailored guidance from skilled relationship managers, experienced investment advisors, specialized insurance experts, and dedicated assistant relationship managers. As part of the Consumer Banking Group - Singapore, DBS Treasures Singapore is dedicated to guiding clients through the ever-changing financial landscape towards their financial objectives.

Who you are:

If you understand that trust forms the core of every client relationship and are willing to invest time in nurturing these connections, this role is for you. Being a banking expert for your clients is your forte, staying updated on our diverse range of investment products, portfolio management, and financial planning concepts. Ensuring top-notch client service is your passion, backed by a solid grasp of compliance and regulatory standards. Witnessing your clients' success brings you fulfillment, knowing your contribution through custom solutions has enriched their lives.

Your role involves:

  • Growing and enhancing the wealth of sophisticated (Accredited Investors) clients and their families.
  • Offering a unique suite of financial analysis and advice tailored to the investment needs of this client segment.
  • Collaborating with a seasoned team of product experts, alongside innovative Investment Counsellors, Bancassurance Specialists, and dedicated support staff to offer expert guidance on tailored solutions and round-the-clock service for banking, borrowing, and investment requirements.
  • Adhering to banking and regulatory mandates in both Singapore and specified regions.

Your background:

  • Possessing a tertiary qualification with 3 to 5 years of wealth advisory experience.
  • A consistent sales track record, ideally within the banking or financial sectors.
  • Proficiency in sophisticated investment products for Accredited Investors, portfolio management, and financial planning concepts.
  • A strong comprehension of compliance and regulatory standards.

Candidates shortlisted will be evaluated for suitability in either Onshore or Offshore teams.

Join Us

Experience a competitive salary, benefits package, and a dynamic work environment that fosters your growth and acknowledges your accomplishments.

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