Senior Wealth Relationship Manager, Treasures

DBS Bank Ltd; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

DBS Treasures in Singapore seeks a Relationship Manager to deliver customised wealth advisory for high net-worth clients across life stages. You will work with specialists in products and Bancassurance to tailor investment and protection solutions and maintaining proactive, high-touch service.

You bring at least 3 years of sales success in banking or finance, strong interpersonal skills, and a disciplined, client-focused approach to achieve financial goals for clients and families.

Qualifications

• You have a tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or financial industries.
• You have a good understanding of equities, unit trusts, insurance and other personal investment services.
• You demonstrate strong interpersonal and excellent communication skills.
• You're focused, disciplined and exhibit high personal standards.

Responsibilities

• Providing a differentiated suite of financial analysis and advice to uncover investment needs and objectives of our sophisticated clients at different life stages.
• Partner with an experienced team of product specialists and Bancassurance Specialist 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

Interpersonal communication

Sales experience

Customer service

Education

Tertiary qualification

Job description

DBS Treasures in Singapore seeks a Relationship Manager to deliver customised wealth advisory for high net-worth clients across life stages. You will work with specialists in products and Bancassurance to tailor investment and protection solutions and maintaining proactive, high-touch service.

You bring at least 3 years of sales success in banking or finance, strong interpersonal skills, and a disciplined, client-focused approach to achieve financial goals for clients and families.