Wealth Creation Specialist
4 days ago
DBS Treasures is a leading wealth management platform in Singapore, offering comprehensive banking and investment solutions to high net-worth individuals. Our team of experts provides personalized advice and support to help clients achieve their financial goals.
Job Description
As a Relationship Manager, you will work closely with our clients to understand their financial needs and deliver tailored investment solutions. You will be responsible for growing and deepening wallet share, providing expert guidance on customized solutions, and ensuring compliance with regulatory requirements.
Key Responsibilities:
- Growing and deepening wallet share among high net-worth clients.
- Providing differentiated financial analysis and advice to meet the investment needs of this group.
- Partnering with product specialists to offer customised solutions to clients.
- Complying with banking and regulatory requirements.
Requirements
You must have a tertiary qualification and 3-5 years of wealth advisory experience. A proven track record of consistent sales performance is also required. Knowledge of sophisticated investment products, portfolio management, and financial planning concepts is essential.
Benefits
We offer a competitive salary and benefits package, as well as opportunities for professional development and recognition.
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