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DBS Bank

Treasures Relationship Manager, Offshore (ASEAN/Thai Market), Consumer Banking Group

DBS Bank
BusinessSingapore - CentralFull-time1 months ago
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About the role

AI summarised

This role is for a Treasures Relationship Manager in the Consumer Banking Group at a major bank, focusing on offshore clients from the ASEAN/Thai market. The manager will acquire and manage high-net-worth clients, provide investment advisory, and ensure compliance with banking regulations.

BusinessFull-timeGeneral

Key Responsibilities

  • Acquire and manage a portfolio of high-net-worth offshore clients from the ASEAN/Thai market.
  • Provide tailored investment and wealth management advice to clients.
  • Cross-sell banking products including deposits, investments, insurance, and credit facilities.
  • Monitor client portfolios and recommend adjustments based on market conditions.
  • Ensure compliance with all regulatory and internal policies, including AML and KYC.
  • Build and maintain strong client relationships to drive customer loyalty and retention.
  • Achieve individual sales targets and contribute to team goals.
  • Prepare regular reports on client activities and portfolio performance.

Requirements

  • Bachelor's degree in Finance, Business, or related field.
  • Minimum 5 years of experience in wealth management or relationship management in banking.
  • Strong knowledge of investment products, financial markets, and wealth planning.
  • Proven track record in client acquisition and sales.
  • Excellent communication and interpersonal skills.
  • Fluent in English and Thai (spoken and written) to serve the Thai market.
  • Ability to work in a fast-paced, target-driven environment.
  • Relevant certifications such as CACS or CMFAS preferred.
  • Strong analytical and problem-solving skills.
  • High level of integrity and commitment to compliance.