VP, Treasures Relationship Manager (Offshore - Global/ASEAN)

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 covering Global or ASEAN clients, you will grow and strengthen the wealth of sophisticated high-net-worth clients and their families, working with product specialists, treasury sales and administrative teams. The role is based at Treasures Centre, Newton, and is full time.

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 group.
• Partner with product specialists and support from treasury sales and administrative staff to guide customers on customised solutions and deliver 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.
• Strong sense of ownership and commitment to a stellar client experience, keeping up with industry trends, investment products and fintech developments.
• For this role, a focus on Global or ASEAN clients is expected, including an established network of high-net-worth clients in the region.

Required skills

• Knowledge of sophisticated investment products, portfolio management and financial planning concepts.
• Strong understanding of compliance and regulatory requirements.