Treasures Wealth RM for High‑Net‑Worth Clients

DBS; Singapore; On-site; SGD 80,000 - 130,000; Full time

Job summary

DBS Treasures in Singapore invites an experienced Relationship Manager to service high net‑worth clients with bespoke wealth solutions and a commitment to exceptional client experience.

You will provide financial analysis and guidance across equities, unit trusts and insurance, partner with product specialists and Bancassurance teams, and work with administration to ensure a professional, round‑the‑clock service.

Qualifications

• Tertiary qualification with at least 3 years of sales experience.
• Good understanding of equities, unit trusts, insurance and other personal investment services.
• Strong interpersonal and excellent communication skills.
• Focused, disciplined and exhibit high personal standards.

Responsibilities

• Provide financial analysis and advice to uncover investment needs and objectives of our sophisticated clients at different life stages.
• Partner with product specialists and Bancassurance Specialist to offer 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

Sales experience

Interpersonal skills

Communication skills

Equities knowledge

Financial markets knowledge

Education

Tertiary qualification

Job description

DBS Treasures in Singapore invites an experienced Relationship Manager to service high net‑worth clients with bespoke wealth solutions and a commitment to exceptional client experience.

You will provide financial analysis and guidance across equities, unit trusts and insurance, partner with product specialists and Bancassurance teams, and work with administration to ensure a professional, round‑the‑clock service.