Treasures Bancassurance Specialist (Onshore/Offshore), Consumer Banking Group

China, Beijing Branch; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

DBS Treasures Singapore is seeking a seasoned Relationship Manager to serve affluent clients, focusing on retirement planning, wealth protection and investment solutions. You will work closely with branch sales and service teams to deliver innovative product recommendations and build long-term client partnerships.

The role requires a Diploma or Degree and at least 6 years of sales experience, plus strong presentation, selling and interpersonal skills.

Qualifications

• 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.

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

Skills

Sales experience

Relationship management

Presentation skills

Interpersonal skills

Financial planning knowledge

Education

Diploma or Degree holder

Job description

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

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.