Financial Solutions Consultant
1 week ago
DBS Treasures is a unique wealth management platform in Singapore, catering 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. Our clients have access to personalised advice and support from relationship managers, seasoned investment counsellors, bancassurance professionals, and dedicated assistant relationship managers.
Your Role:
- You will be responsible for creating and implementing bespoke financial strategies to meet the complex needs of high net-worth clients.
- You will work closely with other specialists within your team to create successful client experiences.
- You will stay abreast of the latest industry trends, investment product & service offerings, and fintech developments to deliver exceptional client experiences.
Your Qualifications:
- You have a strong sense of ownership and take pride in helping clients achieve their financial goals at every life stage.
- You are obsessed about providing a stellar client experience.
- You have a proven track record of consistent sales performance in banking or banking-related industries.
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