AVP, Treasures Relationship Manager

Roles & Responsibilities

Business Function

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

As a Treasures Relationship Manager, our clients' success is ultimately your success.

Who you are:

You have one goal: creating, growing and strengthening the wealth of our high net-worth customers and their families. This simple yet sophisticated goal drives you to uncover and understand our clients' every need and deliver the right product solutions to enable their success.

You have a strong sense of ownership. You take pride in helping our clients achieve their financial goals at every life stage, and work closely with other specialists within your team to create their success.

You're obsessed about providing a stellar client experience. This means you're constantly staying abreast of the latest industry trends, investment product & service offerings, and fintech developments.

Your role involves:

• Growing and deepening wallet share and strengthening the wealth of sophisticated (AI) clients and their families.
• Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
• Partnering with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customised solutions to customers, and provide them with professional, round-the-clock service for all their banking, borrowing and investment needs.
• Complying with banking and regulatory requirements both in Singapore and in the specified geographical area.

Your background:

• You have a tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
• You have a proven track record of consistent sales performance, preferably in banking or banking-related industries.
• You're knowledgeable and proficient in sophisticated investment (AI) products, portfolio management and financial planning concepts.
• You demonstrate a strong understanding of compliance and regulatory requirements.
• For this particular role, specific focus will be to cover the Non-Resident Indian market. One is expected to have established network of high net-worth clients in this region.

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.

Tell employers what skills you have

Wealth Management
Sales
Treasury
Financial Planning
Onshore
Investments
Wealth
Compliance
Portfolio Management
Financial Analysis
Banking
Regulatory Requirements

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