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 investment and wealth management products, monitor portfolios and market trends, identify business opportunities, and maintain regulatory compliance.
Requirements
- Bachelor's degree or equivalent in finance, economics, or a related field
- 3-5 years of experience in a client-facing banking or wealth management role
- Strong interpersonal and communication skills
- Financial analysis, investment planning, and portfolio management proficiency
- Problem-solving and decision-making skills
- Ability to work collaboratively
- Commitment to exceptional customer service
Responsibilities
- Develop and maintain relationships with high net worth clients
- Identify client needs and recommend tailored investment and wealth management products
- Collaborate with product specialists and investment advisors
- Monitor client portfolios and market trends
- Identify new business opportunities and referrals
- Ensure compliance with regulations and internal policies
Benefits
- Benefits package