Senior Private Wealth Relationship Manager

DBS Bank Ltd; Mercer Island (WA); On-site; USD 110,000 - 170,000; Full time

Job summary

DBS Bank Ltd. is seeking a Treasures Private Client Relationship Manager to drive growth in wealth management for high‑net‑worth clients. You will promote a full range of wealth products, manage client portfolios, and deepen relationships to increase assets under management.

The role requires extensive client servicing, risk explanation, and cross‑selling across banking and investment products. RI registration and CFP/CFA qualifications are advantageous, with a strong sales background preferred.

Qualifications

• PWMA qualification preferred.
• Solid credit with strong banking knowledge and business ethics.
• Minimum 5 years’ sales experience in consumer banking, preferably affluent/private banking.
• Consistent sales track record in wealth management products.
• Knowledge of home loans, unit trusts, insurance and wealth management products.
• Knowledge of financial planning and analysis, credit assessment and analysis.

Responsibilities

• Identify customer needs through financial needs analysis and provide solutions on banking & wealth products.
• Offer suitable wealth management products/services according to client profile and explain risks.
• Maintain regular contact to build and deepen relationships and reduce attrition.
• Update clients on product/market information and portfolio status to increase utilization.
• Attend to client queries on wealth management incl. investment & treasury products.
• Maximize client assets and revenues from AUM.

Skills

PWMA qualification

Strong banking knowledge

Sales experience

Client relationship management

Education

Degree holder or equivalent, preferably Marketing/Finance

CFP or CFA qualification

Enhanced Competency Framework knowledge

Job description

DBS Bank Ltd. is seeking a Treasures Private Client Relationship Manager to drive growth in wealth management for high‑net‑worth clients. You will promote a full range of wealth products, manage client portfolios, and deepen relationships to increase assets under management.

The role requires extensive client servicing, risk explanation, and cross‑selling across banking and investment products. RI registration and CFP/CFA qualifications are advantageous, with a strong sales background preferred.