Treasures Bancassurance Specialist (Onshore), Consumer Banking Group - (WD71759)

DBS Bank Limited; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

DBS Bank Limited seeks a motivated individual for a role in wealth management within DBS Treasures. You will work closely with branch sales teams to provide innovative solutions, manage portfolios, and strengthen customer relationships, ensuring a seamless banking experience. Ideal candidates possess a diploma or degree with substantial sales experience and strong interpersonal skills.

Qualifications

• At least 6 years of sales experience.
• Knowledge of Financial Planning beneficial.

Responsibilities

• Work closely with branch teams to provide innovative product solutions.
• Manage the branch sales portfolio, promotions, and campaigns.
• Strengthen long-term customer relationships with excellent service.

Skills

Presentation skills

Selling skills

Communication skills

Interpersonal skills

Education

Diploma or Degree

Job description

Business Function

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

Responsibilities

• Work closely with the branch sales and service teams to provide innovative product solutions to address customers’ retirement planning, savings and financial protection needs

• Manage the branch sales portfolio, promotions and campaigns

• Strengthen long-term relationships with our customers by providing excellent customer service

Requirements

• Diploma or Degree holder with at least 6 years of sales experience

• Knowledge of Financial Planning will be beneficial

• Strong presentation and selling skills

• Excellent communication and interpersonal skills