Treasures Relationship Manager (Onshore), Consumer Banking Group
DBS Bank · Singapore - Central
Full-timeonsitemidSalesBankingWealth ManagementConsumer BankingRelationship ManagerFinance
รายละเอียดงาน / Description
Based in Singapore, this role focuses on growing and managing the wealth portfolios of affluent onshore clients within the Consumer Banking Group. The successful candidate will deliver tailored wealth advisory services, collaborating closely with investment and bancassurance specialists to address diverse client objectives. This position requires maintaining exceptional service standards, staying current with financial market developments, and driving client success through holistic banking and investment solutions.
หน้าที่ความรับผิดชอบ / Responsibilities
- Deliver in-depth financial analysis and customized advisory services to meet affluent clients' unique life goals.
- Partner with product and bancassurance experts to structure tailored wealth and investment solutions.
- Coordinate with administrative support teams to ensure seamless banking, borrowing, and investment operations for clients.
- Stay updated on financial market trends, fintech advancements, and wealth management products.
คุณสมบัติ / Qualifications
- Degree or relevant tertiary qualification.
- Minimum of 3 years of proven sales track record, ideally in banking or financial services.
- Solid knowledge of equities, unit trusts, insurance, and personal investment products.
- Outstanding interpersonal and communication abilities.
- High degree of discipline, professionalism, and personal accountability.
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Financial Advisory
- Relationship Management
- Equities
- Unit Trusts
- Bancassurance
- Sales
สวัสดิการ / Benefits
- Competitive salary and comprehensive benefits package.
- Professional development opportunities in a dynamic banking environment.
- Recognition programs celebrating personal achievements.