Analyst, Treasures Relationship Manager, Consumer Banking Group
Core
Manage and grow a portfolio of affluent and high-net-worth clients by providing personalized financial advisory services and delivering comprehensive wealth management solutions.
Role type
Senior IC relationship manager (wealth management)
Builds
Personalized financial advisory services, wealth management solutions (investments, insurance, treasury products) (via careerplan.io/jobs/WD89388-1-analyst-treasures-relationship-manager-consumer-banking-group-at-dbs)
Domain
Consumer banking, wealth management
Deliverable
client delivery
Required skills
Financial advisory, portfolio management, regulatory compliance, client acquisition, networking, financial market analysis
Preferred skills
None stated
Technologies
None stated
Responsibilities
Manage and grow a portfolio of affluent and high-net-worth clients; Deliver comprehensive wealth management solutions; Conduct regular portfolio reviews and market updates; Acquire new clients and deepen existing relationships; Ensure strict adherence to all regulatory requirements and internal bank policies
Seniority
Not stated