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 acquire and upgrade Treasures clients, grow assets under management, and deepen client relationships through needs-based product recommendations. You will review portfolios with wealth, investment, and insurance specialists, resolve customer issues, activate digital banking channels, uphold service standards, and comply with sales, KYC, AML, and risk procedures.
Requirements
- Understand financial planning and wealth management products in India
- Know the local market and competition
- Hold AMFI, IRDAI, or FEDAI certification as an advantage
- Hold BCSBI certification as an advantage
- Hold a graduate or postgraduate qualification, preferably an MBA in a relevant field
- Demonstrate relationship management, influencing, listening, communication, analysis, and problem-solving skills
- Understand wealth management products, banking regulations, KYC requirements, AML policies, financial markets, and financial products
Responsibilities
- Acquire and upgrade Treasures clients
- Grow assets under management and wallet share
- Achieve monthly and annual volume and revenue targets
- Activate digital banking channels and grow savings balances
- Execute product strategies through relationship management
- Build client trust and loyalty
- Deliver customer service and resolve customer complaints
- Conduct portfolio reviews with wealth, investment, and insurance specialists
- Provide market, competition, and product feedback
- Comply with sales processes, KYC, AML, regulatory requirements, and risk reviews
- Organize client engagement events