Treasures Relationship Manager Onshore
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 sophisticated clients’ investment needs and objectives and provide financial analysis and advice. You will work with product and bancassurance specialists to develop tailored solutions, support clients’ banking, borrowing, and investment needs, maintain client relationships, and stay current on industry trends, investment offerings, and fintech developments.
Requirements
- Hold a tertiary qualification
- Have at least 3 years of sales experience with consistent sales performance, preferably in banking or financial industries
- Understand equities, unit trusts, insurance, and personal investment services
- Demonstrate interpersonal and communication skills
Responsibilities
- Provide financial analysis and advice to identify client investment needs and objectives
- Partner with product and bancassurance specialists to provide customized solutions
- Collaborate with administrative staff to support banking, borrowing, and investment needs
- Grow and strengthen high-net-worth client relationships
- Stay current on industry trends, investment products, service offerings, and fintech developments