Wealth Manager

4 days ago

Singapore beBeeRelationship Full time
Treasures Relationship Manager

Business Overview:

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 banking experience, complemented by an extensive array of wealth management solutions, from investments to legacy planning.

Our Treasures clients have access to personalized advice and support from proficient relationship managers, seasoned investment counsellors, specialized bancassurance professionals, and dedicated assistant relationship managers.

The organization is committed to helping clients navigate the financial landscape to achieve their financial goals.

Role Overview:

As a Treasures Relationship Manager, your success is linked to our clients' success. You aim to create, grow, and strengthen the wealth of our high net-worth clients and their families.

You take ownership and pride in helping clients achieve their financial goals at every life stage. You are obsessed with providing a stellar client experience, staying updated on industry trends, investment products, services, and fintech developments.

Your Responsibilities:
  • Providing differentiated financial analysis and advice to uncover investment needs and objectives of sophisticated clients.
  • Partnering with product specialists and Bancassurance Specialists to offer customized solutions.
  • Collaborating with administrative staff to ensure professional, round-the-clock service for banking, borrowing, and investment needs.
Candidate Profile:

Possess a tertiary qualification with at least 3 years of sales experience, preferably in banking or financial industries, with consistent performance.

Good understanding of equities, unit trusts, insurance, and other personal investment services.

Strong interpersonal and communication skills.

Focused, disciplined, and uphold high personal standards.

Benefits:

We offer a competitive salary and benefits package, along with a dynamic environment that supports your development and recognizes your achievements.

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