AVP, Relationship Manager (Non-Resident Indian Market), Treasures Private Client, Consumer Banking Group (WD87556)

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

• Manage a portfolio of high-net-worth clients within the Consumer Banking Group, providing personalized wealth management solutions and financial advisory services

• Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles to recommend appropriate investment strategies

• Collaborate with cross-functional teams, including investment specialists and product experts, to deliver comprehensive wealth management solutions

• Proactively monitor client portfolios, making timely adjustments to ensure alignment with their evolving financial needs and market conditions

• Contribute to the growth and development of the Consumer Banking Group by identifying new business opportunities and cross-selling initiatives

• Ensure compliance with all relevant regulations and internal policies to maintain the highest standards of client service and risk management

Requirements

• Minimum 5 years of experience in wealth management or private banking, with a proven track record of client acquisition and portfolio management

• Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed investment recommendations

• Excellent communication and interpersonal skills, with the ability to build and maintain long-term relationships with high-net-worth clients

• Thorough understanding of financial markets, investment products, and wealth management strategies

• Ability to work collaboratively in a team environment and contribute to the overall success of the Consumer Banking Group

• Relevant professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), are preferred

• For this particular role, specific focus will be to cover the Non Resident Indian market. One is expected to have established network of high net-worth clients in this region.

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.