Senior Associate 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 acquire and retain Treasures clients, grow assets under management, and deepen client relationships through suitable banking, investment, and insurance solutions. You will review portfolios with specialists, resolve client queries, maintain regulatory compliance and due diligence, monitor markets and competition, and organize client engagement activities.
Requirements
- Knowledge of financial planning and wealth-management products in India
- Knowledge of the local market and competition
- AMFI, IRDAI, FEDAI, or BCSBI certification is an advantage
- Graduate or postgraduate qualification with an MBA in a relevant field
- Relationship management and influencing skills
- Knowledge of HNI sales, wealth-management products, platforms, and operational procedures
- Knowledge of RBI banking and para-banking guidelines
- Knowledge of KYC requirements and anti-money-laundering policies
- Knowledge of financial markets and products
Responsibilities
- Acquire and upgrade Treasures clients
- Grow assets under management through retention and client engagement
- Achieve monthly and annual volume and revenue objectives
- Activate digital banking channels and grow savings-book usage
- Implement product strategies through relationship management
- Build client trust and loyalty through lifestyle and banking propositions
- Maintain an appropriate product mix and increase client coverage
- Deliver exemplary customer service
- Ensure sales-process compliance, risk reviews, and due diligence during onboarding
- Conduct portfolio reviews with wealth, investment, and insurance specialists
- Resolve customer queries and complaints within agreed turnaround times
- Provide market, competition, and product feedback
- Maintain compliance with AML, KYC, and operational-risk requirements
- Organize client engagement events and activities