Senior Associate/AVP, Wealth Management Specialist
1 month ago
Business Function
As a leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers achieve their goals and aspirations. Our comprehensive range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans, are designed to support customers at every life stage.
Key Responsibilities
- Develop and deepen relationships with high-net-worth clients and their families.
- Provide expert financial analysis and advice to meet the investment needs and objectives of this client group.
- Collaborate with a team of product specialists and administrative staff to offer customized solutions and provide exceptional service to clients.
- Ensure compliance with banking and regulatory requirements in Singapore and the specified geographical area.
Requirements
- A tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
- A proven track record of consistent sales performance in banking or banking-related industries.
- Knowledge and proficiency in sophisticated investment products, portfolio management, and financial planning concepts.
- A strong understanding of compliance and regulatory requirements.
What We Offer
A competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports professional development and recognizes achievements.
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