Treasures Wealth 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 provide investment advisory, portfolio management, and financial planning solutions, identify client needs, recommend suitable products, maintain client relationships, coordinate service delivery, and pursue new business opportunities.
Requirements
- Experience in wealth management or a related field
- Strong understanding of financial markets, investment products, and wealth management strategies
- Excellent communication and interpersonal skills
- Analytical and problem-solving skills
- Ability to work independently and collaboratively
- Commitment to exceptional customer service and ethical standards
Responsibilities
- Provide personalized wealth management solutions
- Deliver investment advisory, portfolio management, and financial planning
- Identify client needs and recommend suitable products
- Maintain client relationships through regular communication
- Collaborate across functions to deliver services
- Identify opportunities for business growth
Benefits
- Benefits package