Treasures Relationship Manager, Offshore

2 weeks ago

Singapore DBS Bank Australia Full time

Job Description - Treasures Relationship Manager, Offshore (NRI Market), Consumer Banking Group P)
Business Function
DBS Treasures is a leading wealth management platform in Singapore, catering to both Onshore and Offshore affluent clients. We offer comprehensive banking and wealth management solutions, including investments and legacy planning. Our relationship managers, investment counsellors, bancassurance professionals, and assistants provide personalized advice and support. The Singapore Treasures team, part of the Consumer Banking Group, helps clients achieve their financial goals amidst a dynamic financial landscape.
Who you are:
You aim to grow and strengthen our high net-worth clients' wealth by understanding their needs and providing suitable product solutions. You take ownership of helping clients at all life stages and collaborate with your team to ensure their success. You are committed to delivering exceptional client experiences, staying updated on industry trends, products, and fintech developments.
Your role involves:
Growing and deepening relationships with sophisticated (AI) clients and their families.
Providing tailored financial analysis and advice to meet their investment objectives.
Partnering with product specialists and support teams to offer customized solutions and professional service for banking, borrowing, and investment needs.
Ensuring compliance with banking and regulatory requirements in Singapore and relevant regions.
Your background:
Possess a tertiary qualification with 3-5 years of wealth advisory experience.
Proven sales performance, preferably in banking or related industries.
Knowledgeable in sophisticated investment products, portfolio management, and financial planning.
Understanding of compliance and regulatory standards.
Established network of high net-worth clients in the Non-Resident Indian market is essential.
Apply Now
We offer a competitive salary, benefits, and a dynamic environment that supports your growth and recognizes your achievements.
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