Relationship Manager

DBS Bank; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

DBS Bank Ltd. is seeking a Senior Relationship Manager to lead client relationships for the US WMNC franchise, coordinating with Asia and internal partners to drive profitability and growth.

You will manage a global portfolio, develop account plans, and ensure compliance with credit and regulatory requirements; occasional travel to Asia is required.

The role demands a senior professional with 10+ years of experience, strong networking, and the ability to close NTB opportunities.

Qualifications

• BA/BS in Business/Accounting or related field.
• MBA preferred.
• CFA or other professional designations preferred but not required.

Responsibilities

• Grow the US franchise by meeting hard/soft dollar revenue targets and ROE.
• Acquire NTB clients and develop WMNC strategies; cross-sell DBS products.
• Ensure credit memos, CDD/KYC, and loan documentation comply with policies.

Skills

10+ years exp

Well-organized

Multi-tasking

Willingness to travel

After-hours availability

Education

BA/BS in Business/Accounting

MBA

CFA or equivalent

Job description

DBS Bank Ltd. is a leading Asia-focused financial services group, recognized globally for its digital innovation, strong financial performance, and commitment to helping customers and communities achieve sustainable growth.

Job Purpose

DBS Bank is committed to contributing to the growth and profitability of the US WMNC franchise, managing client relationships on a global basis, and proactively managing assigned portfolios with various internal partners.

About the Role

As a Senior Relationship Manager, you are the lead, and the main point of contact for DBS Bank to clients, prospects, and other external stakeholders.

Key Accountabilities

• Contribution to meeting the US WMNC Franchise hard and soft dollar revenue targets; ROE targets, and asset and liabilities growth targets as set by management;
• Raise DBS Brand awareness through on-going business development activities;
• Support Asia Connectivity through effective cross-sell efforts and collaboration with Industry, Country and Product Partners;
• Full understanding and adherence to the Bank’s Core Credit Policy and Target Market and Risk Assessment Criteria (“TMRAC”);
• Responsible for oversight of credit quality of assigned loan portfolio; management of all relevant risk, compliance and control items required for position.

Job Responsibilities

Principal Responsibility No. 1 – Contribute to Growth and profitability of the US Franchise

• Achieve individual hard and soft dollar revenue targets, asset and liability growth and ROE targets as assigned by management;
• Obtain New to Bank (“NTB”) clients for DBS Bank through active business development program;
• Develop and execute strategies within assigned WMNC Industry Verticals;
• Originator of all transactions that require a credit memorandum, work with assigned Portfolio Manager to ensure initial loan screening and greenlight memos are prepared promptly; appropriate CDD/KYC is performed; credit memos are prepared to the standard of DBS Bank and once credit approval is obtained, ensure proper loan documentation is prepared;
• Responsible for developing an Individual Development Program to promote personal growth and learning.

Principal Responsibility No. 2 – Manage Clients on a global basis

• As an SRM , you are the main point of contact between DBS Bank and our clients and prospects and expected to execute your role with the highest personal and professional integrity and in the best interests of DBS Bank;
• Develop a comprehensive account plan for each client;
• Acquire wallet share of our US WMNC clients through effective cross-selling of DBS products and services in Asia;
• Develop internal relationships within DBS Bank to maximize effectiveness;
• Occasional travel to Asia will be required.

Principal Responsibility No. 3 - Proactive Risk and Compliance Management

• Jointly manage and monitor credit quality of portfolio with assigned PM;
• Adherence to all Bank policies and timely submission of all required reporting requirements;
• Adherence to all regulatory requirements, including but not limited to, bond referral program, AML/CFT/Sanctions Procedures, Customer Suitability, Fair Dealing, Information Security, FATCA, OFAC, KYC as well as DBS Bank’s internal Code of Conduct;
• Prompt completion of all call reports for each client visit;
• Completion of all required DBS internal compliance training;
• Maintain acceptable end to end processes with team and other DBS US departments.

Qualifications

• BA/BS in Business/Accounting or related field;
• MBA;
• CFA or other professional designations preferred but not required;

Required Skills

• Should have 10+ years related work experience;
• Candidate should be well-organized and able to multi-task;
• High-Energy, motivated to develop and grow within organization;
• Willingness to travel as needed to meet clients;
• Willingness to work after-hours to facilitate relationships with Asia Partners;

Preferred Skills

• Experience in developing and executing strategies within assigned WMNC Industry Verticals;
• Ability to develop comprehensive account plans for each client;
• Experience in acquiring wallet share of US WMNC clients through effective cross-selling of DBS products and services in Asia;
• Ability to develop internal relationships within DBS Bank to maximize effectiveness;
• Occasional travel to Asia will be required;

Equal Opportunity Statement

We are an Equal Opportunity Employer and are committed to creating an inclusive workplace. All employment decisions are made without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.