Lead Wealth Manager

4 days ago


Singapore DBS Bank Limited Full time
About DBS Bank Limited

DBS' Private Banking offers a comprehensive suite of wealth management solutions, catering to the diverse needs of high net worth individuals. Our team of experienced investment advisors employ strategic approaches to deliver tailored investment strategies and provide expert financial advice.

Business Function Overview

We strive to establish long-term relationships with our clients by providing timely and extensive wealth management, investment, and financial solutions. Our dedicated team is committed to delivering exceptional client experiences through proactive acquisition and retention strategies.

Responsibilities:
  • Growth of business through the acquisition and retention of high net worth clients within the Philippines market.
  • Implementation of a focused geographical strategy aligned with the overall business objectives.
  • Development of in-depth understanding of clients' investment requirements.
  • Providing sound financial guidance to clients in partnership with Investment Counsellors and Product Specialists.
  • Serving as a trusted advisor to clients throughout their wealth journey, enhancing client relationships through regular engagement.
  • Ensuring compliance with bank and regulatory requirements.
Requirements:
  • Bachelor's degree with a minimum of 10 years of relevant experience.
  • Strong knowledge of private banking products and solutions, including expertise in the Philippines Market.
  • Good understanding of compliance and regulatory requirements.
  • Excellent interpersonal and communication skills, with a strong focus on client-centricity.
  • Team player with the ability to collaborate effectively with various internal stakeholders to drive client acquisition and retention.
Salary and Benefits

We offer a competitive salary package, coupled with a range of benefits, including opportunities for professional growth and development, recognition of achievements, and a dynamic work environment that supports your career aspirations.



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