Senior 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
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage relationships with high net worth clients, understand their goals, recommend wealth management products and services, monitor portfolios, provide investment updates, expand the client base, and follow relevant regulations.
Requirements
- 3-5 years of experience in a similar wealth management or private banking role
- Strong interpersonal and communication skills
- Problem-solving and analytical skills
- Thorough knowledge of wealth management products, services, and investment strategies
- Track record of achieving or exceeding sales and revenue targets
- Ability to work collaboratively across departments
- Commitment to continuous learning and professional development
Responsibilities
- Develop and maintain relationships with high net worth clients
- Identify and address client needs
- Offer wealth management products and services
- Monitor client portfolios and provide recommendations
- Participate in client events and networking activities
- Comply with regulations, policies, and procedures
Benefits
- Benefits package