Senior Wealth Management Specialist
4 days ago
About DBS Private Banking
DBS' Private Banking offers a comprehensive suite of wealth management solutions, providing clients with tailored investment advice and portfolio management expertise.
Job Overview:
The Treasures Private Client Relationship Manager is responsible for driving TPC business through promoting a range of wealth management products and services to customers. The role is accountable for sales, service, customer growth, and retention performance of the TPC segment.
Key Responsibilities:
- Conduct thorough financial needs analysis/planning to identify customer requirements and provide suitable solutions on a broad range of banking & wealth management products.
- Promote and explain wealth management products/services in accordance with customers' profiles, highlighting associated risks and benefits.
- Maintain regular contact with clients to build and deepen relationships, reduce attrition, and increase client satisfaction.
- Provide timely updates on market information, product offerings, and account status to enhance client engagement and increase product penetration.
- Attend to clients' queries on wealth management, including investment and treasury products needs.
- Maximize client assets and revenues from Assets Under Management (AUM).
Requirements:
- PWMA qualification preferred.
- Solid credit with strong banking knowledge and business ethics, minimum 5 years' sales experience in consumer banking, preferably in affluent/private banking.
- Consistent and proven sales track record in wealth management products.
- Familiarity with home loans, unit trusts, insurance, and other Bank products.
- Knowledge of financial planning and analysis, credit assessment, and market trends.
- Must be a registered RI (Regulated Activities; Types 1 & 4).
- Degree Holder or equivalent, preferably in Marketing, Finance, or Business disciplines.
- CFP, CFA, or equivalent qualifications an advantage.
- Fulfillment of Enhanced Competency Framework requirements preferred.
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