Team Lead Treasures Private Client
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 nurture high-net-worth clients, grow assets under management, and deliver sales and revenue targets. You will lead and coach relationship managers, set segment strategy, strengthen service standards, provide investment solutions with advisory partners, manage escalations, support business development, and ensure regulatory, KYC, AML, and operational-risk compliance.
Requirements
- Have wealth management experience
- Demonstrate leadership capability
- Demonstrate business development experience
- Have financial acumen and investment expertise
- Understand investment products and customer risk profiles
- Understand compliance, KYC, AML, operational risk, and regulatory requirements
Responsibilities
- Achieve monthly and annual sales targets
- Acquire and nurture high-net-worth clients
- Grow assets under management and wallet share
- Implement relationship management and investment advisory strategies
- Set objectives and strategy for the Treasures Private Client segment
- Lead, coach, and develop relationship managers
- Improve customer service standards and reduce complaints and error rates
- Review client information and provide investment solutions with research and advisory partners
- Manage customer query and complaint escalations
- Conduct business development activities
- Support marketing of group schemes and corporate products
- Ensure compliance with regulatory, KYC, AML, operations risk, health and safety, and security requirements
- Conduct competitor analysis and share updates with relevant stakeholders
- Facilitate distribution of third-party investment products based on customer risk profiles and objectives
