Analyst, Treasures 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 acquire and nurture Treasures clients with high AUM, deepen existing relationships through proactive engagement, and cross-sell and up-sell products. You will work with wealth, investment and insurance specialists on portfolio reviews, resolve client queries within agreed timelines, ensure compliance with AML/KYC and risk standards, and organize client engagement events.
Responsibilities
- Acquire and upgrade quality Treasures clients in branch location areas
- Grow AUM and wallet share of existing customers
- Achieve monthly and annual volume and revenue objectives
- Activate e-Channels and grow Savings Book
- Cross-sell and up-sell DBS products
- Conduct portfolio reviews with wealth, investment and insurance specialists
- Resolve customer queries and complaints within agreed TAT
- Ensure AML/KYC, regulatory and internal compliance
- Organize client engagement events for prospect generation