Investment Portfolio Manager
6 days ago
We are seeking a highly skilled and motivated Relationship Manager to join our team at DBS Treasures. As a key member of our organisation, you will play a critical role in creating, growing, and strengthening the wealth of our high net-worth clients and their families.
Your Key Objectives
• Understand the complex financial needs of our high net-worth clients and their families, and deliver tailored financial solutions to meet their investment objectives
• Work closely with other specialists within your team to create tailored financial plans, providing expert guidance on customised solutions to meet the investment needs and objectives of our clients
• Build and maintain strong relationships with our clients, ensuring that they receive exceptional service and support throughout their journey with us
• Stay up-to-date with the latest industry trends, investment product offerings, and fintech developments, and use this knowledge to enhance our clients' financial well-being
Your Background
- Tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience
- Proven track record of consistent sales performance, preferably in banking or banking-related industries
- Knowledgeable and proficient in sophisticated investment products, portfolio management, and financial planning concepts
- Demonstrate a strong understanding of compliance and regulatory requirements
- Established network of high net-worth clients in the ASEAN/Thailand market
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