VP Treasures Private Client Relationship Manager Capital Place Consumer Banking Group
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 manage Treasures Private Client relationships, provide tailored wealth management and financial planning advice, and grow portfolios. You will advise on investment, treasury, and insurance products, conduct portfolio reviews, collaborate with specialists, and follow regulatory, compliance, and risk-management requirements.
Requirements
- Bachelor’s degree or equivalent professional qualification in Business, Finance, or a related discipline
- Proven success in wealth management, private banking, or premier banking with high-net-worth portfolios
- Knowledge of financial markets, treasury products, structured investments, and wealth advisory solutions
- Relevant industry certifications and regulatory licenses for financial advisory and investment sales
- Relationship-building skills for affluent clients and internal stakeholders
- Analytical capability, financial acumen, and understanding of risk management
Responsibilities
- Acquire Treasures Private Client relationships
- Manage and grow high-net-worth client portfolios
- Provide tailored wealth management and financial planning advice
- Advise clients on investment, treasury, and insurance products
- Achieve financial targets through portfolio deepening, asset allocation, and client acquisition
- Collaborate with investment strategists, treasury specialists, and portfolio managers
- Follow regulatory, compliance, and risk-management requirements
- Conduct regular portfolio reviews with clients