Analyst Treasures Banking Relationship Manager Pondok Indah Consumer Banking Group
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 manage and grow a portfolio of high-net-worth clients at the Pondok Indah branch. You will provide financial advice, acquire clients, cross-sell banking products, review portfolios, meet sales targets, maintain compliance, and collaborate with product specialists to deliver customer service.
Requirements
- Experience in relationship management, financial advisory, or consumer-banking sales
- Knowledge of wealth-management products, investment instruments, and financial markets
- Relevant financial certifications or licenses, such as investment or insurance sales licenses
- Record of meeting sales targets and managing client portfolios
- Interpersonal, presentation, and relationship-building skills
- Analytical and problem-solving skills
Responsibilities
- Manage and grow a portfolio of high-net-worth clients
- Provide financial advisory and wealth-management solutions tailored to client needs and risk profiles
- Acquire new clients and cross-sell banking products to achieve sales and revenue targets
- Conduct regular portfolio reviews with clients
- Comply with regulatory guidelines, internal policies, and ethical standards
- Collaborate with product specialists and support functions to deliver customer service