Senior Wealth Relationship Manager - High Net Worth

DBS Bank Ltd; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

DBS Treasures Singapore seeks a Relationship Manager to grow and strengthen wealth for high net-worth clients and their families. You will provide investment analysis, tailored solutions, and dedicated service to help clients achieve their financial goals at every life stage.

You will collaborate with product specialists and Bancassurance teams to offer customised guidance and maintain a stellar client experience through market awareness and proactive relationship management.

Qualifications

• Tertiary qualification with at least 3 years of sales experience in banking or financial industries.
• Knowledge of equities, unit trusts, insurance and other personal investment services.
• Strong interpersonal and communication skills.

Responsibilities

• Provide a differentiated suite of financial analysis and advice to uncover investment needs and objectives of our sophisticated clients at different life stages.
• Partner with product specialists and Bancassurance specialists to offer guidance on customised solutions to customers.
• Collaborate with administrative staff to provide clients with professional round-the-clock service for all their banking, borrowing and investment needs.

Skills

Sales experience

Interpersonal skills

Communication skills

Education

Tertiary qualification

Job description

DBS Treasures Singapore seeks a Relationship Manager to grow and strengthen wealth for high net-worth clients and their families. You will provide investment analysis, tailored solutions, and dedicated service to help clients achieve their financial goals at every life stage.

You will collaborate with product specialists and Bancassurance teams to offer customised guidance and maintain a stellar client experience through market awareness and proactive relationship management.