Analyst, Treasures Relationship Manager

About This Role

This role is for an analyst who will serve as a Treasures Relationship Manager, providing personalized wealth management solutions to high-net-worth individuals and families. The position involves proactively identifying financial needs, offering tailored investment strategies, and maintaining strong client relationships.

Responsibilities

• Provide personalized wealth management solutions to high-net-worth individuals and families, ensuring their financial goals are met
• Proactively identify and address clients' financial needs, offering tailored investment strategies and products
• Maintain a strong understanding of the financial markets, economic trends, and regulatory changes to provide informed advice
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
• Actively participate in client meetings, presentations, and events to build and strengthen client relationships
• Comply with all relevant regulations, policies, and procedures to ensure the highest standards of client service and risk management

Requirements

• Minimum 3 years of experience in wealth management or a related financial services role
• Strong interpersonal and communication skills, with the ability to engage with high-net-worth clients
• Excellent analytical and problem-solving skills, with the ability to understand complex financial situations
• Demonstrated track record of achieving sales targets and providing exceptional client service
• Proficient in the use of financial analysis tools and portfolio management software
• Possess a relevant professional certification (e.g., Certified Financial Planner, Chartered Wealth Manager)

About the Company

DBS Consumer Banking Group is a leading bank in Asia, offering a full spectrum of products and services including deposits, investments, insurance, mortgages, credit cards, and personal loans.