Treasures Wealth Manager
2 months ago
About DBS Treasures
DBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive range of wealth management solutions to affluent clients. Our platform provides clients with a seamless and all-encompassing banking experience, complemented by expert advice and support from our team of professionals.
Your Role
As a Treasures Wealth Manager, you will be responsible for creating, growing, and strengthening the wealth of our high net-worth clients and their families. You will work closely with our team of specialists to deliver tailored financial solutions and provide exceptional client service.
Your Key Responsibilities
- Provide expert financial analysis and advice to clients to uncover their investment needs and objectives
- Partner with our product specialists to offer customised solutions to clients
- Collaborate with administrative staff to provide clients with professional round-the-clock service
Your Background
We are looking for individuals with a tertiary qualification and at least 3 years of sales experience in the banking or financial industries. You should have a good understanding of equities, unit trusts, insurance, and other personal investment services. Strong interpersonal and communication skills are essential, as well as a focus, discipline, and high personal standards.
What We Offer
We offer a competitive salary and benefits package, as well as the opportunity to work in a dynamic environment that supports your development and recognises your achievements.
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