Sr. Associate, Treasures Relationship Manager, DBS Tower, Consumer Banking Group
Core
Develop and maintain strong relationships with high-net-worth clients to provide tailored wealth management solutions and optimize their investments.
Role type
Senior Relationship Manager (Wealth Management/Private Banking)
Builds
Comprehensive range of wealth management products and services for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship management, wealth management product knowledge, investment strategy analysis, sales target achievement, regulatory compliance
Preferred skills
cross-functional collaboration, networking, continuous professional development
Responsibilities
Proactively identify and address client needs, monitor client portfolios and provide timely updates, participate in client events and networking activities
Seniority
Senior, hands-on IC
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