Senior Assoc, Treasures RM
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 clients, including investment planning, wealth management, and estate planning
- Develop and maintain strong relationships with clients to understand their financial goals and risk profiles
- Analyze client portfolios and recommend appropriate investment strategies and products to meet their financial objectives
- Collaborate with internal teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
- Ensure compliance with all relevant regulations and internal policies
- Actively participate in client events and networking activities to expand the client base
Requirements
- Minimum 2 years of experience in a similar role, preferably in the banking or financial services industry
- Strong interpersonal and communication skills to effectively engage with high-net-worth clients
- Excellent analytical and problem-solving abilities to understand client needs and provide tailored financial solutions
- Proficient in the use of financial analysis tools and investment management software
- Ability to work independently and as part of a team
- Commitment to providing exceptional client service and maintaining the highest ethical 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.
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