Analyst, Treasures Banking Relationship Manager
DBS Bank Ltd is a Singapore-based bank providing personal, SME, corporate, institutional, wealth management, financial markets, and digital banking services. Its clients include consumers, small and medium-sized businesses, corporations, and institutional customers.
About DBS Bank Ltd
DBS Bank Ltd provides banking products and services including accounts, cards, insurance, loans, investments, digital banking, payments, trade finance, foreign exchange, commodities, investment solutions, and derivatives clearing. Through its SME business, it supports businesses with financing, cash-flow management, online banking through DBS IDEAL, sustainability programmes, and business-growth initiatives. The bank serves personal customers, SMEs, corporate and institutional clients, and wealth-management customers across its regional markets.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will build long-term relationships with affluent clients, offer personalized wealth management solutions including investment, insurance and treasury products, acquire new clients, work with product specialists and follow regulatory and risk policies.
Requirements
- Bachelor's degree in Business, Finance or related field
- Proven experience in wealth management, financial advisory or relationship management in consumer banking
- Strong knowledge of financial markets, investment products and wealth management
- Relevant regulatory certifications for financial advisory
- Excellent interpersonal and communication skills
- Strong analytical skills with customer-centric mindset
Responsibilities
- Manage and build long-term relationships with affluent portfolio clients
- Identify client needs and offer investment, insurance and treasury solutions
- Achieve business targets through portfolio management and new client acquisition
- Collaborate with product specialists and support teams
- Adhere to regulatory standards and risk management policies
