Relationship Manager

DBS Bank Limited; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading bank in Singapore is seeking a Treasures Relationship Manager to enhance client wealth for sophisticated clients. This role requires a strong background in wealth advisory and sales, with a proven record in banking. Candidates should possess expertise in investment products and financial planning, alongside a solid understanding of compliance regulations. The focus will be on the Non-Resident Indian market, requiring a strong network of high net-worth clients. A competitive salary and benefits are offered.

Benefits

Competitive salary

Dynamic work environment

Professional development support

Qualifications

• Minimum of 3 to 5 years of wealth advisory experience.
• Proven sales performance in banking or related industries.
• Knowledgeable in investment products and financial planning.
• Strong understanding of compliance and regulatory requirements.
• Established network of high net-worth clients, especially in the Non-Resident Indian market.

Responsibilities

• Grow and deepen wallet share for high net-worth clients.
• Provide tailored financial analysis and investment advice.
• Collaborate with product specialists and support teams.
• Ensure compliance with banking regulations.

Skills

Wealth advisory experience

Sales performance

Investment product knowledge

Portfolio management

Financial planning

Networking with high net-worth clients

Education

Tertiary qualification

Job description

Overview

DBS 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-encompassing 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.

As a Treasures Relationship Manager, our clients\' success is ultimately your success.

Responsibilities

• Growing and deepening wallet share and strengthening the wealth of sophisticated (AI) clients and their families.
• Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
• Partnering with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customised solutions to customers, and provide them with professional, round-the-clock service for all their banking, borrowing and investment needs.
• Complying with banking and regulatory requirements both in Singapore and in the specified geographical area.

Your background

• You have a tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
• You have a proven track record of consistent sales performance, preferably in banking or banking-related industries.
• You're knowledgeable and proficient in sophisticated investment (AI) products, portfolio management and financial planning concepts.
• You demonstrate a strong understanding of compliance and regulatory requirements.
• For this particular role, specific focus will be to cover the Non-Resident Indian market. One is expected to have established network of high net-worth clients in this region.

Apply Now

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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