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DBS Bank

Treasures Relationship Manager (Onshore), Consumer Banking Group

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

AI summarised

The Treasures Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients within the Consumer Banking Group, providing financial advisory and wealth management solutions. The role involves acquiring new clients, deepening relationships, and ensuring compliance with banking regulations.

BusinessFull-timeGeneral

Key Responsibilities

  • Manage and grow a portfolio of Treasures clients by providing holistic financial planning and investment advisory services.
  • Acquire new-to-bank high-net-worth clients through referrals, networking, and proactive outreach.
  • Deepen client relationships by cross-selling banking products including deposits, investments, insurance, and lending solutions.
  • Conduct regular portfolio reviews and rebalancing to align with clients' financial goals and risk appetite.
  • Ensure compliance with all regulatory requirements, internal policies, and AML/KYC procedures.
  • Stay updated on market trends, economic developments, and investment products to provide informed advice.
  • Collaborate with product specialists and other internal teams to deliver tailored solutions to clients.
  • Achieve individual sales targets and contribute to the overall branch/team performance.

Requirements

  • Bachelor's degree in any discipline, preferably in Finance, Business, or related field.
  • Minimum 2-3 years of experience in wealth management, private banking, or relationship management in the financial services industry.
  • Strong knowledge of investment products, including equities, fixed income, structured products, and unit trusts.
  • Proven track record in acquiring and managing high-net-worth client relationships.
  • Excellent communication, interpersonal, and negotiation skills.
  • Client-centric mindset with strong sales and service orientation.
  • Relevant certifications such as CMFAS (Capital Markets and Financial Advisory Services) modules preferred.
  • Proficiency in English and Mandarin to serve Chinese-speaking clients.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • High level of integrity and commitment to regulatory compliance.