Associate Treasures Relationship Manager Consumer Banking Group

DBS Bank; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Singapore is seeking a Treasures Relationship Manager to create and strengthen the wealth of high net-worth clients. You will provide tailored financial analysis, partner with specialists for customized solutions, and ensure stellar client service. Ideal candidates possess at least 3 years of sales experience in banking or finance, have strong communication skills, and understand various investment services. Enjoy competitive compensation and a dynamic environment helping clients achieve their financial goals.

Benefits

Competitive salary

Comprehensive benefits package

Dynamic work environment

Qualifications

• At least 3 years of sales experience in banking or financial industries.
• Understanding of equities, unit trusts, insurance, and investment services.
• Strong interpersonal and communication skills.

Responsibilities

• Provide financial analysis and advice to uncover clients' investment needs.
• Partner with product specialists to offer customized solutions.
• Collaborate with staff to ensure round-the-clock client service.

Skills

Sales experience

Interpersonal skills

Communication skills

Understanding of equities

Personal investment services knowledge

Education

Tertiary qualification

Job description

Overview

Business FunctionDBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all‑encapsulating banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever‑evolving financial landscape to achieve their individual financial goals and aspirations.

Role Summary

As a Treasures Relationship Manager, our clients? success is ultimately your success. You have one goal: creating, growing and strengthening the wealth of our high net‑worth customers and their families. This simple yet sophisticated goal drives you to uncover and understand our clients? every need and deliver the right product solutions to enable their success. You have a strong sense of ownership. You take pride in helping our clients achieve their financial goals at every life stage, and work closely with other specialists within your team to create their success. You?re obsessed about providing a stellar client experience.

Responsibilities

• Providing 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 Bancassurance Specialist 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 financial industries.
• You have a good understanding of equities, unit trusts, insurance and other personal investment services.
• You demonstrate strong interpersonal and excellent communication skills.
• You?re focused, disciplined and exhibit high personal standards.

Benefits

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.