Senior Associate/AVP, Wealth Management Specialist

2 months ago


Singapur, Singapore DBS Bank Full time

About DBS Bank

DBS Bank is a leading financial institution in Asia, dedicated to helping our customers achieve their financial goals and aspirations. As a market leader in consumer banking, we offer a wide range of financial solutions, including deposits, investments, insurance, mortgages, credit cards, and personal loans.

Your Role

As a Senior Associate/AVP, Wealth Management Specialist, you will be responsible for growing and deepening wallet share and strengthening the wealth of sophisticated clients and their families. You will provide a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.

Your Key Responsibilities

  • Develop and implement customized financial solutions to meet the unique needs of high net worth clients.
  • Provide expert guidance on investment products and services, including portfolio management and financial planning concepts.
  • Collaborate with a team of experienced professionals to deliver exceptional client service and support.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and risk management.

Your Background

To be successful in this role, you will have a tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience. You will have a proven track record of consistent sales performance, preferably in banking or banking-related industries. You will be knowledgeable and proficient in sophisticated investment products, portfolio management, and financial planning concepts.

What We Offer

DBS Bank offers a competitive salary and benefits package, as well as opportunities for professional growth and development. We are committed to recognizing and rewarding our employees' achievements and contributions to the company's success.



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