Analyst Treasures Relationship Manager 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 affluent and high-net-worth clients. You will provide financial advice, deliver tailored investment, insurance, and treasury solutions, review portfolios and market updates, acquire clients through networking and referrals, and maintain regulatory and policy compliance.
Requirements
- University degree in Finance, Business Administration, or a related discipline
- Required regulatory certifications for financial advisory and investment sales
- Experience in wealth management or relationship management within banking
- Knowledge of financial markets, investment products, and insurance solutions
- Interpersonal skills
- Presentation skills
- Relationship-building skills
- Integrity and professional conduct
Responsibilities
- Manage and grow a portfolio of affluent and high-net-worth clients
- Provide personalized financial advisory services
- Deliver wealth management solutions covering investments, insurance, and treasury products
- Conduct portfolio reviews and market updates
- Acquire new clients and deepen existing relationships through networking and referrals
- Follow regulatory requirements, compliance standards, and internal policies