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DBS Bank

Treasures Relationship Manager (Offshore - ASEAN), Consumer Banking Group

DBS Bank
BusinessSingapore - CentralFull-time2 weeks ago
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About the role

AI summarised

The Treasures Relationship Manager (Offshore - ASEAN) role is a wealth management position within the Consumer Banking Group of a bank. The role involves managing and growing a portfolio of high-net-worth clients in the ASEAN region, providing financial advisory services, and driving business growth through client acquisition and relationship management.

BusinessFull-timeGeneral

Key Responsibilities

  • Manage and grow a portfolio of high-net-worth clients in the ASEAN offshore market.
  • Provide holistic financial planning and investment advisory services to clients.
  • Identify and acquire new-to-bank high-net-worth clients through referrals and networking.
  • Drive cross-selling of banking products including deposits, investments, insurance, and lending.
  • Ensure compliance with regulatory requirements and internal policies.
  • Monitor portfolio performance and conduct regular reviews with clients.
  • Collaborate with product specialists to deliver tailored solutions.
  • Maintain high service standards and client satisfaction.

Requirements

  • Bachelor's degree in any discipline.
  • Minimum 5 years of experience in wealth management or private banking.
  • Strong knowledge of investment products, financial markets, and wealth planning.
  • Proven track record in client acquisition and portfolio management.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced, target-driven environment.
  • Relevant certifications such as CMFAS or CACS preferred.
  • Fluent in English and Mandarin to serve Chinese-speaking clients.
  • Experience in offshore banking or ASEAN markets is an advantage.
  • Strong analytical and problem-solving skills.