Analyst, Treasures Relationship Manager, Nanjing Songjiang Branch, Treasures & Distribution, 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 support relationship managers in growing high-net-worth client portfolios. You will conduct portfolio analysis, prepare investment reports, client presentations, financial plans, and market updates, ensure compliant transactions and onboarding, collaborate with product specialists, and resolve client inquiries and operational issues.
Requirements
- Bachelor’s degree in finance, business, economics, or a related discipline
- Understanding of financial markets, wealth management products, and investment instruments
- Analytical, quantitative, and problem-solving skills
- Communication and interpersonal skills
- Proficiency with financial analysis tools and office productivity software
- Relevant financial-advisory certifications are advantageous
Responsibilities
- Support relationship managers in managing and growing high-net-worth client portfolios
- Conduct portfolio analysis and prepare investment reports
- Prepare client presentations, financial plans, and market updates
- Ensure client transactions and onboarding comply with regulations and internal policies
- Collaborate with product specialists and internal stakeholders on wealth-management solutions
- Handle client inquiries and resolve operational issues