Treasures Relationship Manager (Offshore - Global and ASEAN Market)

About the role

DBS Treasures is a wealth management platform in Singapore serving affluent onshore and offshore clients, offering banking, investments and legacy planning through relationship managers, investment counsellors, bancassurance specialists and assistant relationship managers. As a Treasures Relationship Manager, you will help high-net-worth customers and their families grow their wealth, with a focus on the Global and ASEAN markets. The position is full time, regular schedule.

Key responsibilities

• Provide a differentiated suite of financial analysis and advice to uncover the investment needs and objectives of sophisticated clients at different life stages.
• Partner with product specialists and Bancassurance specialists to give expert guidance on customised solutions.
• Work with administrative staff to deliver professional round-the-clock service for clients' banking, borrowing and investment needs.

Required profile

• Tertiary qualification with at least 3 years of sales experience and consistent sales performance, preferably in banking or finance.
• Good understanding of equities, unit trusts, insurance and other personal investment services.
• Established network of high-net-worth clients in the Global and ASEAN region.
• Strong interpersonal and communication skills, focused and disciplined with high personal standards.