AVP, Treasures Relationship Manager (Onshore)

About the role

DBS Treasures is a leading wealth management platform in Singapore serving affluent onshore and offshore clients, offering banking and wealth management solutions from investments to legacy planning. As a Treasures Relationship Manager (Onshore) in the Consumer Banking Group, you will help create, grow and strengthen the wealth of high-net-worth customers and their families, working closely with specialists in your team.

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 an experienced team of product specialists and Bancassurance Specialists to offer expert guidance on customised solutions.
• Collaborate 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 financial industries.
• Good understanding of equities, unit trusts, insurance and other personal investment services.
• Strong interpersonal and communication skills, with a focused, disciplined approach and high personal standards.

What we offer

• A competitive salary and benefits package.
• A dynamic environment that supports development and recognises achievements.