Private Client Relationship Manager

Responsibilities

• Identify customer needs through financial needs analysis and planning to provide appropriate banking and wealth management solutions
• Offer suitable wealth management products based on customer profiles and explain associated risks
• Maintain regular contact with clients to deepen relationships and reduce attrition
• Update customers on market information and account status to increase product penetration and wallet share
• Address customer queries regarding investment and treasury products
• Maximize client assets and revenues from Assets Under Management (AUM)

Requirements

• Minimum 5 years of sales experience in consumer banking, preferably in the affluent or private banking segment
• Consistent and proven sales track record in wealth management products
• Registered RI (Regulated Activities; Types 1 & 4)
• Degree holder in Marketing, Finance, or other Business disciplines
• Knowledge of home loans, unit trusts, insurance, and wealth management products
• Knowledge of financial planning, analysis, and credit assessment

Preferred Qualifications

• PWMA qualification
• CFP, CFA, or equivalent qualifications
• Fulfillment of requirements under the Enhanced Competency Framework

About the Company

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered in Singapore, it is recognized as one of the world's best and safest banks, leveraging digital technology to shape the future of banking across Greater China, Southeast Asia, and South Asia.