Treasures Relationship Manager — Onshore Wealth for HNW

DBS; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Singapore seeks a Senior Associate, Treasures Relationship Manager. This role focuses on creating and growing wealth for high-net-worth clients through personalized solutions. Responsibilities include providing tailored financial advice and collaborating with specialists to deliver exceptional client experiences. Candidates should have at least 3 years of sales experience in banking or finance and a strong understanding of investment services. A competitive salary and dynamic work environment are offered.

Benefits

Competitive salary

Dynamic work environment

Professional development opportunities

Qualifications

• At least 3 years of sales experience in banking or financial industries.
• Strong understanding of equities, unit trusts, and personal investment services.
• Focused, disciplined, and exhibits high personal standards.

Responsibilities

• Provide financial analysis and advice to uncover investment needs of clients.
• Partner with product specialists to offer expert guidance on customized solutions.
• Collaborate with staff to ensure professional service for clients.

Skills

Sales experience

Strong interpersonal skills

Excellent communication skills

Understanding of personal investment services

Education

Tertiary qualification

Job description

A leading financial institution in Singapore seeks a Senior Associate, Treasures Relationship Manager. This role focuses on creating and growing wealth for high-net-worth clients through personalized solutions. Responsibilities include providing tailored financial advice and collaborating with specialists to deliver exceptional client experiences. Candidates should have at least 3 years of sales experience in banking or finance and a strong understanding of investment services. A competitive salary and dynamic work environment are offered.