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 provide financial advice to high-net-worth clients on investments, wealth management, and retirement planning. You will identify client needs, recommend financial solutions, review portfolios, maintain client relationships, collaborate with investment specialists and product experts, and contribute to team initiatives.
Requirements
- Analytical and problem-solving skills
- Knowledge of complex financial concepts
- Communication and interpersonal skills
- Client-service experience
- Sales-target achievement experience
- Financial analysis tools
- Portfolio management software
Responsibilities
- Provide personalized financial advisory services to high-net-worth clients
- Develop investment, wealth-management, and retirement plans
- Identify client needs and recommend suitable financial solutions
- Review client portfolios and provide timely updates
- Collaborate with investment specialists and product experts
- Share best practices and participate in team initiatives