Offshore Wealth Relationship Manager

DBS; Singapore; Hybrid; SGD 60,000 - 120,000; Full time

Job summary

DBS Treasures Singapore is seeking an Associate, Treasures Relationship Manager to serve offshore high net-worth clients with tailored investment and wealth management solutions. You will collaborate with product specialists, handling equities, unit trusts, and insurance offerings while delivering exceptional service.

The role emphasizes building trusted client relationships, delivering insights, and coordinating cross-functional support to meet clients' financial goals across life stages.

Qualifications

• Minimum 3 years of sales experience with consistent performance.
• Strong understanding of equities, unit trusts, insurance, and personal investment services.
• Excellent interpersonal and communication skills required.

Responsibilities

• Provide tailored financial analysis and advisory services to high net-worth clients across life stages.
• Collaborate with product specialists and Bancassurance to offer customised solutions.
• Coordinate with staff to deliver professional, round-the-clock service for banking, borrowing, and investment needs.

Skills

Sales experience

Interpersonal skills

Communication skills

Education

Tertiary qualification

Job description

DBS Treasures Singapore is seeking an Associate, Treasures Relationship Manager to serve offshore high net-worth clients with tailored investment and wealth management solutions. You will collaborate with product specialists, handling equities, unit trusts, and insurance offerings while delivering exceptional service.

The role emphasizes building trusted client relationships, delivering insights, and coordinating cross-functional support to meet clients' financial goals across life stages.