Financial Advisor
7 days ago
DBS Bank Limited is a leading wealth management platform in Singapore, offering comprehensive financial solutions to high net-worth clients. Our unique position allows us to cater to the diverse needs of both Onshore and Offshore affluent individuals, providing a seamless banking experience complemented by extensive wealth management services.
We're committed to helping our clients navigate the ever-evolving financial landscape, achieving their individual goals and aspirations. As a key member of our team, you'll play a vital role in delivering exceptional client experiences.
Job Description
As a Treasures Relationship Manager, your primary objective is to create, grow, and strengthen the wealth of our high net-worth customers and their families. This involves uncovering and understanding their every need, delivering tailored product solutions to drive their success.
You'll work closely with other specialists within your team to provide expert guidance on customised solutions, ensuring seamless service for all banking, borrowing, and investment needs. Your ability to stay abreast of industry trends, investment products, and fintech developments will be crucial in providing a stellar client experience.
Your Key Responsibilities
- Growing and deepening wallet share among sophisticated clients and their families.
- Providing differentiated financial analysis and advice to meet the investment needs of this group of customers.
- Partnering with experienced teams to offer expert guidance on customised solutions and deliver professional, round-the-clock service.
- Complying with banking and regulatory requirements in Singapore and specified geographical areas.
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