Treasures Wealth Manager
1 month ago
About DBS Bank
As the leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help our customers achieve their financial goals. With a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we provide our customers with the financial solutions they need to succeed.
About the Role
As a Treasures Wealth Manager, you will play a critical role in creating, growing, and strengthening the wealth of our high net worth clients and their families. You will be responsible for uncovering and understanding our clients' every need and delivering the right product solutions to enable their success.
Your Key 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.
Your Background
- 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. One is expected to have established a network of high net worth clients in this region.
What We Offer
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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