Treasures Relationship Manager, Offshore (North Asia Market)

About the role

DBS Treasures is a 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, you will help high-net-worth customers and their families grow their wealth, with a focus on the North Asia market. The role is based at Treasures Centre, Newton, and is scheduled regularly.

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.
• For this role, a network of high-net-worth clients in the North Asia region is expected.

What we offer

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