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 retain Treasures clients, grow assets under management, and meet volume and revenue objectives. You will conduct portfolio reviews with specialists, activate banking channels, recommend suitable products, resolve client concerns, and maintain regulatory compliance. You will also monitor markets, develop client trust, and organize elite client engagement activities.
Requirements
- Understanding of financial planning and wealth management products in India
- Knowledge of the local market and competition
- AMFI, IRDAI, FEDAI, and BCSBI certifications are advantageous
- Relationship management and influencing skills
- Written and verbal communication
- Knowledge of HNI sales, wealth management platforms, and operational procedures
- Knowledge of RBI guidelines, KYC requirements, anti-money laundering policies, financial markets, and financial products
Responsibilities
- Acquire and upgrade Treasures clients in branch location areas
- Engage existing customers to retain and grow assets under management
- Achieve monthly and annual volume and revenue objectives
- Activate e-channels and grow the savings book
- Implement product strategies through relationship management
- Develop client trust and loyalty through lifestyle and banking propositions
- Optimize product mix and acquire new-to-product clients
- Deliver customer service and uphold service standards
- Follow sales processes, conduct risk reviews, and exercise due diligence during onboarding
- Build workflows and processes for client service delivery
- Establish, manage, and grow assets under management for elite Treasures clients
- Conduct portfolio reviews with wealth, investment, and insurance specialists
- Resolve customer queries and complaints within agreed turnaround times
- Provide feedback on markets, competition, products, and service improvements
- Monitor economic and financial markets
- Coordinate with relationship managers, service teams, and product specialists
- Address operational risks, AML, KYC, and security requirements
- Organize elite client engagement events and activities