Analyst, Treasures Relationship Manager, Xinzhuang Branch, Treasures & Distribution, Consumer Banking Group

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities

- Provide personalized wealth management solutions to high-net-worth individuals and families, ensuring their financial goals are met

- Proactively identify and address clients' financial needs, offering tailored investment strategies and products

- Maintain a strong understanding of the financial markets, economic trends, and regulatory changes to provide informed advice

- Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions

- Actively participate in client meetings, presentations, and events to build and strengthen client relationships

- Comply with all relevant regulations, policies, and procedures to ensure the highest standards of client service and risk management

Requirements

- Minimum 3 years of experience in wealth management or a related financial services role

- Strong interpersonal and communication skills, with the ability to engage with high-net-worth clients

- Excellent analytical and problem-solving skills, with the ability to understand complex financial situations

- Demonstrated track record of achieving sales targets and providing exceptional client service

- Proficient in the use of financial analysis tools and portfolio management software

- Possess a relevant professional certification (e.g., Certified Financial Planner, Chartered Wealth Manager)