Strategic Wealth Creator

2 days ago


Singapore DBS Bank Limited Full time

DBS Treasures, a leading wealth management platform in Singapore, offers a unique opportunity for Relationship Managers to cater to the diverse needs of affluent clientele.

Company Overview

Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions. These solutions span from investments to legacy planning, allowing our clients to navigate the ever-evolving financial landscape and achieve their individual financial goals.

As a key member of our team, you will work closely with other specialists to create success for our high net-worth customers and their families. Your goal is to uncover and understand their every need and deliver the right product solutions to enable their success.

You will take pride in helping our clients achieve their financial goals at every life stage, providing a stellar client experience that sets us apart from the competition.

Your Role
  • Provide differentiated financial analysis and advice to uncover investment needs and objectives of sophisticated clients at different life stages.
  • Partner with experienced teams of product specialists and Bancassurance Specialists to offer expert guidance on customised solutions to customers.
  • Collaborate with administrative staff to provide round-the-clock service for all banking, borrowing, and investment needs.
Required Skills and Qualifications
  • You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
  • You have a good understanding of equities, unit trusts, insurance, and other personal investment services.
  • You demonstrate strong interpersonal and excellent communication skills.
  • You're focused, disciplined, and exhibit high personal standards.

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



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