About the role
DBS Treasures seeks a Relationship Manager for Offshore (ASEAN/Thai Market) to manage high-net-worth clients, providing wealth management and investment solutions.
BankingOnsite
Key Responsibilities
- Growing and deepening wallet share and strengthening the wealth of sophisticated (AI) clients and their families.
- Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
- Partnering with an experienced team of product specialists, and with support from teams of innovative treasury sales and dedicated administrative staff members, offer expert guidance on customised solutions to customers, and provide them with professional, round-the-clock service for all their banking, borrowing and investment needs.
- Complying with banking and regulatory requirements both in Singapore and in the specified geographical area.
Requirements
- Tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
- Proven track record of consistent sales performance, preferably in banking or banking-related industries.
- Knowledgeable and proficient in sophisticated investment (AI) products, portfolio management and financial planning concepts.
- Strong understanding of compliance and regulatory requirements.
- Established network of high net-worth clients in the ASEAN/Thailand region.