ALYST, Treasures RM, Chiayi Branch, Consumer Banking Group
1 day ago
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 personalized financial advisory services to high-net-worth individuals and families, focusing on wealth management, investment planning, and financial goal achievement
- Analyze clients' financial situations, risk profiles, and investment objectives to develop customized financial strategies
- Proactively monitor and manage client portfolios, making recommendations for adjustments as needed
- Collaborate with internal teams, such as investment specialists and tax experts, to deliver comprehensive financial solutions
- Maintain strong relationships with clients, providing exceptional customer service and addressing their evolving financial needs
- Contribute to the growth and development of the Treasures RM team by sharing best practices and participating in team initiatives
Requirements
- Minimum 3-5 years of experience in a similar role, preferably in the banking or wealth management industry
- Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed recommendations
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
- Thorough understanding of financial products, investment strategies, and wealth management principles
- Ability to work collaboratively with cross-functional teams and adapt to changing client needs and market conditions
- Relevant professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), would be an advantage
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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