Wealth Management Specialist

2 weeks ago

Singapore beBeeWealth Full time $80,000 - $120,000
Job Title: Wealth Management Specialist

DBS Treasures is a leading wealth management platform in Singapore, offering comprehensive banking services and investment solutions to high net-worth clients.

Key Responsibilities:
  • Provide customized financial analysis and advice to help clients achieve their wealth goals.
  • Collaborate with product specialists to offer tailored solutions for banking, borrowing, and investments.
  • Ensure exceptional client service by working closely with administrative staff.
Requirements:
  • A tertiary qualification with at least 3 years of sales experience in banking or financial industries.
  • Strong understanding of equities, unit trusts, insurance, and personal investment services.
  • Excellent interpersonal and communication skills.
  • Focused, disciplined, and committed to upholding high professional standards.
Benefits:

We offer a competitive salary and benefits package, as well as opportunities for career growth and development.

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