Treasures Relationship Manager, Offshore (ASEAN/Thai 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 for the Offshore (ASEAN/Thai Market) segment, you will help high-net-worth customers and their families grow and strengthen their wealth, with a focus on the ASEAN and Thailand region.

Key responsibilities

• Grow and deepen wallet share and strengthen the wealth of sophisticated (AI) clients and their families.
• Provide a differentiated suite of financial analysis and advice tailored to the investment needs and objectives of this customer group.
• Partner with product specialists and treasury sales and administrative teams to offer expert guidance on customised solutions and professional, round-the-clock service for banking, borrowing and investment needs.
• Comply with banking and regulatory requirements in Singapore and the specified geographical area.

Required profile

• 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.
• For this role, an established network of high-net-worth clients in the ASEAN/Thailand region is expected.