Treasures Wealth Manager

1 week ago


Singapore DBS Bank Limited Full time
About the Role

We are seeking an experienced Financial Services Expert to join our team at DBS Bank Limited. As a key member of our Treasures team, you will be responsible for promoting wealth products and solutions within the cluster. You will also conduct regular coaching, training and market/product briefings for Treasures Wealth Managers to enhance their technical expertise and professionalism.

Responsibilities:
  • Provide expert advice on wealth products and solutions offered through the Treasures platform.
  • Develop and implement effective strategies to promote wealth products and solutions within the cluster.
  • Collaborate with Treasures Relationship and Wealth Managers to deliver a holistic view of the investment landscape.
  • Promote wealth products and solutions within the cluster to achieve/exceed sales and revenue targets.
  • Provide timely feedback to the Treasures product solution team on customer acceptability of new investment products and services.
  • Maintain a keen understanding and adherence to in-country regulatory frameworks, rules of engagement and sales/marketing procedures.

Requirements:
  • A degree holder with at least 5 years of experience in the financial services industry with strong knowledge of unit trusts.
  • Solid understanding of banking and investment products/services as well as relevant procedures.
  • Familiarity with global financial market trends including equities, currencies, commodities, fixed income and FX.
  • Knowledge of compliance and regulatory requirements as well as multicultural issues.
  • Presentation and training skills are essential.
  • A self-motivated team player with excellent service aptitude comfortable working in a fast-paced environment.

We offer a competitive salary and benefits package along with opportunities for professional growth and development.

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