About the role
DBS Treasures Relationship Manager responsible for managing and growing wealth of high net-worth clients, providing financial advice, and collaborating with product specialists.
BankingOnsite
Key Responsibilities
- Providing a differentiated suite of financial analysis and advice to uncover investment needs and objectives of sophisticated clients
- Partnering with experienced team of product specialists and Bancassurance Specialist to offer expert guidance on customised solutions
- Collaborating with administrative staff to provide professional round-the-clock service for banking, borrowing, and investment needs
Requirements
- Tertiary qualification
- At least 3 years of sales experience with consistent performance, preferably in banking or financial industries
- Good understanding of equities, unit trusts, insurance and other personal investment services
- Strong interpersonal and excellent communication skills
- Focused, disciplined, and high personal standards