Senior Associate / AVP, Financial Institutions Sales & Solutioning

About the role

This is a sales manager role within the Global Transaction Services (GTS) Financial Institutions Sales & Solutioning (FISS) team, covering institutional investors and public sector institutions across DBS's core markets. The position focuses on insurance and government-linked corporation (GLC) clients, driving cash and trade business and cross-selling securities and custody services. It is located in DBS Asia Central.

Key responsibilities

• Own and cultivate relationships with clients in the Financial Institutions Group and GLC segment, focusing on insurance and ministry of agencies of government clients, and provide back-up support to senior FISS sales managers.
• Drive cash and trade business and cross-sell securities services to meet revenue targets and KPIs.
• Assist senior managers in coordinating account plans and RFPs regionally, and use data to grow regional strategies within the insurance portfolio.
• Manage the full sales cycle: pitch materials, client presentations, mandate documentation, deal implementation, customer success, wallet penetration and network selling.
• Build a comprehensive pipeline of client mandates with IBG Sector/Segment coverage.
• Work with product, operations, technology and compliance teams to understand client needs and deliver suitable banking solutions.
• Take ownership of system integration and deal implementation for bank-led and client-led initiatives, and follow up on public sector tenders and industry developments.
• Comply with Group and Business Unit risk and control standards.

Required profile

• Minimum of 5 to 8 years of experience in transaction banking and/or corporate banking coverage, with a focus on institutional investors, preferably the insurance segment.
• Degree in Economics, Business, Finance, Engineering or a relevant discipline.
• Preferred: financial certifications such as CMFAS in Singapore or equivalent local certifications for advisory and sales of investment/insurance products.
• Strategic mindset for market analysis, strong teamwork and interpersonal skills, and ability to work independently with little supervision.

Required skills

• Knowledge of cash management, trade finance (LCs, guarantees) and securities services.
• Strong Excel and PowerPoint skills, and ability to prepare marketing materials for client meetings, RFPs and pitches.
• Ability to handle a multi-tasking environment, meet deadlines and manage sensitive information.