Senior Private Client Relationship Manager

DBS Bank Ltd; Washington (District of Columbia); On-site; USD 90,000 - 150,000; Full time

Job summary

DBS Bank Ltd. is seeking a Treasures Private Client Relationship Manager in Washington to drive TPC business by promoting a full range of wealth management products and services. You will manage sales, service, client growth, and retention within the Private Banking segment.

Responsibilities include needs analysis, risk explanation, deepening client relationships, portfolio reviews, and cross-selling to maximize AUM and revenues. Strong RI compliance and a solid banking background are essential.

Qualifications

• 5+ years of sales experience in consumer banking, preferably in affluent/private banking.
• Solid credit knowledge and strong banking ethics.
• Proven sales track record in wealth management products.
• Knowledge of home loans, unit trust, insurance, wealth management products.
• Registered RI (Types 1 & 4).
• Degree in Marketing/Finance/Business.
• CFP, CFA or equivalent qualifications preferred.
• Enhanced Competency Framework experience preferred.

Responsibilities

• Identify customer needs through financial needs analysis and provide appropriate wealth management solutions.
• Promote wealth management products and explain their risks to clients.
• Maintain regular contact to deepen relationships and reduce attrition.
• Update clients on product/market information to increase portfolio utilization and cross selling.
• Attend to client queries on wealth management and treasury products.
• Maximize client assets and revenues from AUM.

Skills

Sales experience

Client relationship management

Wealth management knowledge

Education

Bachelor’s degree in Marketing/Finance/Business

Tools

RI registration Types 1 & 4

Job description

DBS Bank Ltd. is seeking a Treasures Private Client Relationship Manager in Washington to drive TPC business by promoting a full range of wealth management products and services. You will manage sales, service, client growth, and retention within the Private Banking segment.

Responsibilities include needs analysis, risk explanation, deepening client relationships, portfolio reviews, and cross-selling to maximize AUM and revenues. Strong RI compliance and a solid banking background are essential.