Senior Associate/AVP, Wealth Management Specialist
2 months ago
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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