Analyst, Treasures RM, Consumer Banking Group
Summary
Builds and maintains high-net-worth client relationships in DBS’s Consumer Banking Group, advising on wealth management, investments, and treasury solutions while cross-selling financial products and meeting sales targets.
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 and nurture relationships with assigned portfolio of high-net-worth clients in the Treasures segment
- Identify client financial needs and recommend tailored wealth management, investment, and treasury solutions
- Conduct regular portfolio reviews and provide proactive advisory services to maximize client satisfaction
- Cross-sell DBS products and services including deposits, investments, loans, and insurance offerings
- Achieve and exceed revenue targets and client acquisition goals
- Maintain accurate client records and ensure compliance with regulatory requirements
- Collaborate with internal teams including investment, credit, and operations to deliver seamless client experience
- Participate in client events, seminars, and networking activities to strengthen relationships
- Monitor market trends and economic developments to provide informed advisory recommendations
Requirement
- Strong knowledge of financial products, investment instruments, and treasury solutions
- Excellent communication and interpersonal skills
- Proven track record of achieving sales targets and client relationship management
- Proficiency in banking systems and CRM platforms
- Ability to work independently and as part of a team
- Strong analytical and problem-solving capabilities
- Commitment to maintaining confidentiality and adhering to regulatory standards
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.
Location:
Lingya BranchJob:
Relationship ManagementSchedule:
RegularEmployee Status:
Full time