Job Description

Business Function

DBS Treasures is a leading wealth management platform in Singapore, uniquely positioned to cater to the diverse requirements of both Onshore and Offshore affluent clientele. Our comprehensive offerings provide clients with a seamless and all-encompassing banking experience, complemented by an extensive array of wealth management solutions, spanning from investments to legacy planning. Our Treasures clients have access to personalised advice and support from proficient relationship managers, seasoned investment counsellors, specialised bancassurance professionals and dedicated assistant relationship managers. The DBS Treasures Singapore organisation, which is part of Consumer Banking Group - Singapore, is committed to helping our clients navigate the ever-evolving financial landscape to achieve their individual financial goals and aspirations.

Who you are:

You understand that every client relationship needs to be built on a foundation of trust and invest the time and effort to nurture these relationships.

You take pride in being the subject matter expert in banking for your clients. You make it your personal goal to stay up to date with our full spectrum of investment products and services and remain proficient in portfolio management and financial planning concepts.

You\'re obsessed about providing stellar client service. You demonstrate a strong understanding of the necessary compliance and regulatory requirements and exhibit high personal standards and conduct.

When your clients succeed, you succeed. The best part of the job is knowing that you played a part in enriching their lives through the bespoke solutions that you deliver.

Your role involves:

• Growing and deepening wallet share and strengthening the wealth of sophisticated ( Accredited Investors ) clients and their families.
• Providing a differentiated suite of financial analysis and advice to meet the investment needs and objectives of this group of customers.
• Partnering with an experienced team of product specialists, and with support from teams of innovative Investment Counsellors, Bancassurance Specialists and dedicated administrative staff members, offer expert guidance on customised solutions to customers, and provide them with professional, round-the-clock service for all their banking, borrowing and investment needs.
• Complying with banking and regulatory requirements both in Singapore and in the specified geographical area.

Your background:

• You have a tertiary qualification with a minimum of 3 to 5 years of wealth advisory experience.
• You have a proven track record of consistent sales performance, preferably in banking or financial industries.
• You\'re knowledgeable and proficient in sophisticated investment ( Accredited Investors ) products, portfolio management and financial planning concepts.
• You demonstrate a strong understanding of compliance and regulatory requirements.

Shortlisted candidates will be assessed on their suitability for either Onshore or Offshore teams.

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.

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