Senior Wealth Advisor: Global HNW Relationships

DBS BANK LTD.; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

DBS Bank Ltd is seeking a high-net-worth wealth advisor to grow and deepen client relationships in Singapore. You will deliver tailored investments, portfolio planning, and legacy solutions to affluent clients, focusing on both Onshore and Offshore segments.

You will collaborate with product specialists, treasury sales teams, and client-service staff to provide customised solutions and round-the-clock service, while ensuring regulatory compliance and risk controls are maintained.

Qualifications

• 3–5 years wealth advisory experience in banking or related industries.
• Proven track record of strong sales performance with HNW clients.
• Solid knowledge of investment products, portfolio management and financial planning.
• Strong understanding of compliance and regulatory requirements.
• For this role, established network of HNW clients in Global/ASEAN regions.

Responsibilities

• Grow wallet share and deepen wealth for sophisticated clients and their families.
• Provide tailored investment analysis and advice to meet client objectives.
• Collaborate with product specialists and treasury sales to offer customised solutions and round-the-clock service.
• Ensure adherence to banking regulations and risk controls in Singapore and regional areas.

Skills

Wealth advisory

Sales performance

Regulatory knowledge

Portfolio management

Financial planning

Education

Bachelor degree in Finance

Job description

DBS Bank Ltd is seeking a high-net-worth wealth advisor to grow and deepen client relationships in Singapore. You will deliver tailored investments, portfolio planning, and legacy solutions to affluent clients, focusing on both Onshore and Offshore segments.

You will collaborate with product specialists, treasury sales teams, and client-service staff to provide customised solutions and round-the-clock service, while ensuring regulatory compliance and risk controls are maintained.