Treasures Relationship Manager (Onshore), Consumer Banking

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 and strengthen their wealth, working closely with product specialists, bancassurance experts and assistant relationship managers.

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 product specialists and Bancassurance Specialists to guide customers on customised solutions.
• Work 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 finance.
• 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.

What we offer

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