VP, Relationship Manager, Treasures Private Client

About the role

DBS Consumer Banking Group is looking for a VP, Relationship Manager for its Treasures Private Client team. The role manages a portfolio of high-net-worth clients within the Consumer Banking Group, offering personalized wealth management solutions and financial advisory services. The location is Treasures, TPC.

Key responsibilities

• Manage a portfolio of high-net-worth clients, providing personalized wealth management solutions and financial advisory services
• Build strong client relationships by understanding their financial goals and risk profiles and recommending suitable investment strategies
• Work with cross-functional teams, including investment specialists and product experts, to deliver comprehensive wealth management solutions
• Monitor client portfolios proactively and adjust them in line with changing needs and market conditions
• Support team growth by sharing best practices, mentoring junior colleagues and taking part in team initiatives

Required profile

• Bachelor's degree or equivalent in a relevant field such as finance, economics or business administration
• At least 5 years of experience in wealth management, private banking or a similar client-facing role
• Demonstrated track record of achieving sales and revenue targets while keeping client satisfaction high
• Commitment to ongoing professional development and staying up to date with industry trends and regulations

Required skills

• Strong analytical and problem-solving skills, able to interpret financial data and give tailored recommendations
• Excellent communication and interpersonal skills to build trust with high-net-worth clients
• Proficiency in financial analysis tools and portfolio management software