About the role
This role is for a VP/AVP Treasures Relationship Manager in DBS Treasures, focusing on offshore Global/ASEAN clients. The manager will grow and deepen wallet share of high net-worth clients, provide financial analysis and advice, partner with product specialists, and ensure compliance with banking and regulatory requirements.
BankingOnsite
Key Responsibilities
- Growing and deepening wallet share and strengthening the wealth of sophisticated clients and their families.
- Providing a differentiated suite of financial analysis and advice to meet investment needs.
- Partnering with an experienced team of product specialists and support teams to offer expert guidance on customised solutions.
- 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 products, portfolio management and financial planning concepts.
- Strong understanding of compliance and regulatory requirements.
- Established network of high net-worth clients in Global or ASEAN region.