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 identify clients’ investment needs and objectives, provide financial analysis and advice, and recommend suitable wealth-management solutions. You will work with product and bancassurance specialists and administrative staff to deliver responsive support for clients’ banking, borrowing, and investment needs.
Requirements
- Tertiary qualification
- At least 3 years of sales experience with consistent sales performance, preferably in banking or financial industries
- Understanding of equities, unit trusts, insurance, and personal investment services
- Interpersonal skills
- Communication skills
Responsibilities
- Provide financial analysis and advice to identify clients’ investment needs and objectives
- Partner with product and bancassurance specialists to deliver customised solutions
- Collaborate with administrative staff to support clients’ banking, borrowing, and investment needs
