Vice President, Treasures Private Client Team Lead, Consumer Banking Goup
Core
Lead a team of relationship managers to acquire and grow Ultra-HNI and HNI client relationships, driving sales, revenue, and AUM growth for the Treasures Private Client segment.
Role type
Senior leadership private banking team lead
Builds
Wealth management relationships and revenue for DBS Treasures Private Client segment
Domain
Consumer Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
HNI sales, wealth management, team leadership, financial planning, investment advisory, regulatory compliance, business development, client acquisition, performance management
Preferred skills
AMFI certification, IRDA certification, MBA, CA
Technologies
Banking technology platforms
Responsibilities
Achieve monthly and annual sales, revenue, and AUM growth targets; Drive acquisition and deepening of Ultra-HNI and HNI client relationships; Build, develop, and lead a high-performing team through coaching and mentoring; Ensure strict compliance with regulatory requirements and internal controls; Provide market intelligence and recommendations for product enhancements; Facilitate distribution of investment and insurance products based on client risk profiles.
Seniority
Senior, hands-on IC with team management
