Associate 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
About the Role
You provide personalized financial advice to high net worth clients covering investment planning wealth management and estate planning. You build lasting client relationships understand financial goals recommend tailored solutions identify portfolio growth opportunities ensure regulatory compliance and coordinate with relevant specialists and product experts.
Requirements
- 3 to 5 years of experience in a similar role
- Experience in banking or financial services preferred
- Strong interpersonal and communication skills
- Analytical and problem-solving skills
- Knowledge of investment products wealth management strategies and financial planning
- Ability to collaborate across functions
- Commitment to exceptional client service
Responsibilities
- Provide personalized financial advisory services to high net worth clients
- Develop and maintain strong client relationships
- Deliver tailored financial solutions
- Identify growth opportunities within client portfolios
- Ensure compliance with regulations and internal policies