01Overview
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 comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
- Develop and maintain solid relationships with clients, understanding their unique financial goals and objectives
- Analyze client portfolios and make recommendations to optimize their investments and achieve their financial targets
- Stay up-to-date with market trends, economic conditions, and regulatory changes to provide clients with timely and relevant advice
- Collaborate with cross-functional teams, such as product specialists and investment advisors, to deliver tailored solutions to clients
- Contribute to the growth and development of the Treasures RM team by sharing best practices and mentoring junior colleagues
Requirements
- Strong analytical and problem-solving skills, with the ability to interpret complex financial information
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
- Thorough understanding of investment products, portfolio management, and wealth planning strategies
- Demonstrated track record of achieving sales targets and delivering exceptional client service
- Ability to work independently and as part of a team, with a proactive and solutions-oriented mindset
Description External
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help .
