Senior Associate Treasures Private Client 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 build relationships with high net worth clients, understand their financial goals and provide customized solutions. You will identify cross-selling opportunities collaborate with investment and wealth management specialists monitor client accounts and support acquisition and retention strategies while following regulatory requirements.
Requirements
- Experience in a client-facing banking or financial services role
- Strong interpersonal and communication skills
- Ability to build trust with high-net-worth clients
- Proficiency in financial analysis investment planning and wealth management
- Excellent problem-solving and decision-making skills
- Track record of achieving or exceeding sales and client satisfaction targets
- Ability to collaborate with cross-functional teams and stakeholders
- Commitment to continuous learning and professional development
Responsibilities
- Develop and maintain relationships with high-net-worth clients
- Understand client financial goals and provide tailored solutions
- Identify cross-selling opportunities to expand client portfolios
- Collaborate with investment and wealth management specialists
- Monitor client accounts portfolios and transactions
- Ensure compliance with bank policies and regulatory requirements
- Implement client acquisition and retention strategies
