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Treasures Private Client Relationship Manager
1 month ago
Business Function
DBS Bank's Private Banking offers a comprehensive suite of wealth management solutions tailored to meet the unique needs of high net worth individuals. Our team of experienced investment advisors identifies opportunities across various asset classes and employs the best strategies and product vehicles to cater to each client's requirements.
We strive to build long-term relationships with our Private Banking clients in Asia by providing them with high-quality, timely, and extensive wealth management, investment, and financial solutions.
Key Responsibilities
- Conduct thorough financial needs analysis and provide personalized solutions to clients.
- Offer a range of wealth management products and services, including investment and treasury solutions, to meet clients' needs.
- Maintain regular contact with clients to build and deepen relationships, and reduce attrition.
- Stay up-to-date with market trends and competitor activities to provide clients with informed advice.
- Maximize client assets and revenues through effective portfolio management.
Requirements
- PWMA qualification is preferred.
- Strong banking knowledge and business ethics, with a minimum of 5 years' sales experience in consumer banking, preferably in the affluent/private banking segment.
- Consistent and proven sales track record in wealth management products.
- Knowledge of home loans, unit trusts, insurance, and other wealth management products.
- Knowledge of financial planning and analysis, credit assessment, and market trends.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development in a dynamic environment that recognizes and rewards individual achievements.
