Strategic Wealth Advisor

2 weeks ago


Singapore DBS Bank Limited Full time
Company Overview

DBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive suite of financial solutions to cater to the diverse requirements of high net-worth clients. Our unique positioning enables us to provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions.

The DBS Treasures Singapore organisation is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

Your Role

As a Treasures Relationship Manager, your primary goal is to create, grow, and strengthen the wealth of our high net-worth clients and their families. This involves understanding their every need and delivering the right product solutions to enable their success.

You will work closely with other specialists within your team to create tailored financial plans, providing expert guidance on customised solutions to meet the investment needs and objectives of our clients.

Key Responsibilities
  • Deepening wallet share and strengthening the wealth of sophisticated clients and their families.
  • Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
  • Partnering with experienced teams to offer expert guidance on customised solutions and provide professional, round-the-clock service for all their banking, borrowing, and investment needs.
  • Complying with banking and regulatory requirements both in Singapore and in the specified geographical area.

Your Background
  • You have a tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
  • You have a proven track record of consistent sales performance, preferably in banking or banking-related industries.
  • You're knowledgeable and proficient in sophisticated investment products, portfolio management, and financial planning concepts.
  • You demonstrate a strong understanding of compliance and regulatory requirements.
  • For this particular role, specific focus will be to cover the ASEAN/Thailand market, requiring an established network of high net-worth clients in this region.


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