Senior Client Relationship Strategist for Private Wealth Management
10 hours ago
DBS Bank is a leading financial institution in Asia, offering a wide range of banking and financial services to individuals, businesses, and institutions. As a Senior Client Relationship Strategist for Private Wealth Management, you will play a crucial role in growing the bank's private banking business in the Philippines market.
Job SummaryWe are seeking an experienced relationship manager to join our team in Singapore. The ideal candidate will have at least 10 years of experience in private banking and a deep understanding of the Philippines market. You will be responsible for developing and implementing strategies to acquire and retain high net worth clients, providing sound financial advice, and ensuring compliance with regulatory requirements.
About the RoleAs a Senior Client Relationship Strategist, you will:
- Grow the business through proactive acquisition and retention of HNW/UHNW clients within the Philippines market.
- Implement geographical focused strategy in line with the overall business strategy.
- Build and develop a deep understanding of clients' investment needs.
- Provide sound financial advice to clients working in partnership with the Investment Counsellors and Product Specialists.
- Be a trusted advisor to the clients in their wealth journeys and work to continually strengthen the client relationships.
- Ensure compliance to the bank's and regulatory requirements.
To be successful in this role, you will need:
- Bachelor's degree with at least 10 years of relevant experience.
- Sound knowledge of private banking products and solutions as well as deep expertise of the Philippines Market.
- Good understanding of compliance and regulatory requirements.
- Excellent interpersonal and communication skills with strong client centricity.
- Team player with the ability to collaborate widely with various internal stakeholders to drive client acquisition and retention.
We offer a competitive salary package, benefits, and the opportunity to work in a dynamic environment that supports your development and recognises your achievements. The estimated annual salary for this role is SGD 200,000 - 300,000 depending on experience.
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