Analyst, Treasures Banking Relationship Manager, DBS Tower, Consumer Banking Group
Core
Support Relationship Managers in managing and growing a portfolio of high-net-worth clients by preparing portfolio reviews, financial analyses, and client presentation materials.
Role type
Analyst supporting high-net-worth client relationship management
Builds
Holistic financial solutions for high-net-worth clients
Domain
Consumer Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Financial analysis, Market research, Regulatory compliance, Portfolio management, Data analysis, Client presentation materials
Preferred skills
Professional certifications in financial advisory
Technologies
Financial analysis tools, Office productivity software
Responsibilities
Prepare comprehensive portfolio reviews and financial analyses, Assist in execution of investment transactions, Conduct market research to identify investment opportunities, Ensure adherence to regulatory and compliance standards, Liaise with internal product specialists
Seniority
Individual Contributor, Analyst