Relationship Manager, Treasures Private Client, Consumer Banking Group

300005 Chief Executive's Office_00002555; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A leading bank in Asia is seeking a Relationship Manager for their Treasures Private Client division. This role involves sourcing new and existing clients, providing tailored investment advice, and ensuring compliance with regulations. The ideal candidate will have a degree and at least 4 to 6 years of experience in wealth management, particularly with high net-worth clients. Opportunities for professional growth and a competitive salary package are offered.

Benefits

Competitive salary

Benefits package

Professional development opportunities

Qualifications

• Minimum 4 to 6 years of wealth management experience dealing with high net-worth individuals.
• Knowledge of trust set-up and private banking products is an advantage.
• Strong understanding of compliance and regulatory requirements.

Responsibilities

• Source new clients and target market for the Bank.
• Identify client needs to grow business in assigned area.
• Provide investment advice to clients and manage their accounts.
• Work with Team Lead on market focus strategy.
• Ensure compliance with KYC and documentation requirements.

Skills

Wealth management sales

Client relationship building

Compliance knowledge

Communication skills

Team collaboration

Education

Degree

Job description

Job Description - Relationship Manager, Treasures Private Client, Consumer Banking Group (2000003Y)

Job Description

Relationship Manager, Treasures Private Client, Consumer Banking Group - (2000003Y)

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• Source new and target market clients for the Bank
• Identify client’s needs and grow the business within the specific, assigned geographical area through proactive client acquisition and retention
• Introduce clients to a wide range of products based on their suitability
• Provide investment advice to clients and to be fully responsible for clients under management
• Work with Team Lead to implement market focus strategy
• Ensure complete KYC, call reports and documentation for all clients
• Comply with bank and regulatory requirements both in Singapore and in the specific geographical area

Requirements

• Degree holder with proven wealth management sales track record (minimum 4 to 6 years) and dealing with high net-worth individuals
• Knowledge on trust set-up and private banking products is an advantage
• Strong understanding of compliance and regulatory requirements
• Excellent communication and relationship building skills
• Team player, able to work together with product / support teams and other banking arms to acquire clients

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.

Job

Relationship Management

Job Posting

Mar 9, 2020, 3:18:57 AM