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DBS Bank

AVP, Relationship Manager, Private Banking (Greater China Market), Consumer Banking Group

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

AI summarised

This is an AVP Relationship Manager role in Private Banking focusing on the Greater China market at a major bank's Consumer Banking Group. The role involves managing and growing a portfolio of high-net-worth clients, providing wealth management solutions, and ensuring compliance with regulatory standards.

BusinessFull-timeGeneral

Key Responsibilities

  • Manage and grow a portfolio of high-net-worth clients in the Greater China market.
  • Provide tailored wealth management solutions including investment advisory, credit, and portfolio management.
  • Acquire new-to-bank clients and deepen relationships through cross-selling.
  • Ensure compliance with AML, KYC, and other regulatory requirements.
  • Collaborate with internal product and risk teams to deliver client solutions.
  • Monitor market trends and provide investment insights to clients.
  • Prepare credit proposals and conduct risk assessments for client facilities.
  • Achieve individual financial targets and contribute to team goals.

Requirements

  • Minimum 8 years of experience in private banking or wealth management.
  • Strong network of high-net-worth clients in the Greater China region.
  • Proven track record in client acquisition and portfolio growth.
  • In-depth knowledge of investment products, credit, and risk management.
  • Excellent communication and interpersonal skills.
  • Fluency in Mandarin, English, and Cantonese is required.
  • Bachelor's degree in Business, Finance, Economics, or related field.
  • CFA or equivalent certification preferred.
  • Strong understanding of AML, KYC, and regulatory compliance.
  • Ability to work independently and as part of a team.
  • High level of integrity and professionalism.