Wealth Management Expert
5 days ago
About DBS Treasures
DBS Treasures is a leading wealth management platform in Singapore, offering a comprehensive suite of financial solutions to cater to the diverse needs of affluent clients. With a strong focus on personalised service and expert advice, we help our clients navigate the complexities of the financial landscape to achieve their individual goals.
Your Role as a Treasures Relationship Manager
You will play a key role in creating, growing, and strengthening the wealth of our high net-worth clients and their families. This involves providing a differentiated suite of financial analysis and advice to uncover investment needs and objectives, partnering with product specialists to offer customised solutions, and collaborating with administrative staff to deliver exceptional client service.
Requirements and Qualifications
- A tertiary qualification with at least 3 years of sales experience, preferably in banking or financial industries
- A good understanding of equities, unit trusts, insurance, and other personal investment services
- Strong interpersonal and excellent communication skills
- Focused, disciplined, and high personal standards
We Offer a Competitive Package
Our competitive salary package includes an estimated annual remuneration of SGD $120,000 - $180,000, depending on experience. Additionally, you will benefit from a dynamic work environment that supports your development and recognises your achievements. If you are passionate about delivering exceptional client experiences and driving business growth, apply now to join our team of dedicated professionals.
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