Senior Wealth Planner & Client Growth Lead (Hybrid)

China, Beijing Branch; Singapore; Hybride; SGD 80 000 - 140 000; Plein temps

Avantages offerts par ce poste

Attractive remuneration

Overseas travel opportunities

Structured training

Hybrid work capability

Résumé du poste

DBS Bank Singapore is seeking a proactive Relationship Manager to advise affluent clients on wealth planning, investments, and insurance solutions. You will build long-term client relationships and tailor financial plans to meet goals.

The role includes prospecting new clients through tele-prospecting, events, and referrals, and you will join a team that offers hybrid work, structured training, and opportunities to travel to overseas destinations.

Qualifications

• Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• Interested in financial planning or wealth management; prior experience not required.
• Good communicator and professional in conduct.
• Willing to work on weekends.
• Senior Wealth Planning Manager or Deputy Team Head consideration for candidates with more experience.

Responsabilités

• Build long-term relationships with clients and provide financial planning advice.
• Introduce investment ideas and insurance solutions to help grow wealth and protect futures.
• Engage in prospecting and customer outreach to expand the client base.

Connaissances

Customer communication

Relationship building

Prospecting

Product knowledge

Formation

Bachelor's degree

Diploma

Description du poste

DBS Bank Singapore is seeking a proactive Relationship Manager to advise affluent clients on wealth planning, investments, and insurance solutions. You will build long-term client relationships and tailor financial plans to meet goals.

The role includes prospecting new clients through tele-prospecting, events, and referrals, and you will join a team that offers hybrid work, structured training, and opportunities to travel to overseas destinations.