Treasures Relationship Manager (Onshore), Consumer Banking Group

DBS Bank Ltd; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

DBS Treasures in Singapore offers a premier wealth management platform for high-net-worth clientele. As a Treasures Relationship Manager, you will deliver personalised investment advice and bespoke solutions across life stages, working with a team of product specialists, Bancassurance professionals and client service staff.

You’ll build deep client relationships, understand risk profiles, and coordinate with bankers to provide a seamless, 24/7 service experience while striving to help clients

Qualifications

• You have at least 3 years of sales experience in banking or financial services.
• You understand equities, unit trusts, insurance and other personal investment services.
• You demonstrate strong interpersonal and excellent communication skills.
• You are focused, disciplined and uphold high personal standards.

Responsibilities

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

Skills

Sales experience

Interpersonal skills

Communication skills

Education

Bachelor's degree or equivalent

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.

As a Treasures Relationship Manager, our clients’ success is ultimately your success.

Who you are:

You have one goal: creating, growing and strengthening the wealth of our high net-worth customers and their families. This simple yet sophisticated goal drives you to uncover and understand our clients’ every need and deliver the right product solutions to enable their success.

You have a strong sense of ownership. You take pride in helping our clients achieve their financial goals at every life stage, and work closely with other specialists within your team to create their success.

You’re obsessed about providing a stellar client experience. This means you’re constantly staying abreast of the latest industry trends, investment product & service offerings, and fintech developments.

Your role involves:

• 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 expert 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.

Your background:

• 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.

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

Location:
DBS Treasures

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time