Wealth Strategist for High Net-Worth Clients

6 days ago


Singapore DBS Bank Limited Full time

Company Overview

DBS Bank Limited is a leading bank in Asia, with a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, we offer a full spectrum of products and services to meet our customers' diverse needs.


About the Role

We are seeking a skilled Wealth Strategist to join our team as a Treasures Relationship Manager. In this role, you will be responsible for creating, growing, and strengthening the wealth of our high net-worth clients and their families.


Responsibilities

  • Provide a differentiated suite of financial analysis and advice to uncover investment needs and objectives of our sophisticated clients at different life stages.
  • Partner with an experienced team of product specialists and innovative treasury sales officers to offer expert guidance on customised solutions to customers.
  • Collaborate with administrative staff to provide clients with professional round-the-clock service for all their banking, borrowing, and investment needs.


Requirements

  • You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or banking-related industries.
  • You have a good understanding of equities, unit trusts, and other personal investment services.
  • You demonstrate strong interpersonal and excellent communication skills.
  • You're focused, disciplined, and exhibit high personal standards.
  • For this particular role, specific focus will be to cover the Non-Resident Indian market, where you will establish a network of high net-worth clients.


Compensation and Benefits

We offer a competitive salary and benefits package, including a base salary of SGD $120,000 per annum, plus additional bonuses and benefits based on individual performance. You will also have opportunities for career growth and development within a dynamic environment that supports your development and recognises your achievements.



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