Senior Officer, Treasures Acquisition Officer, Business Development, Treasures, Consumer Banking Group
Core
Identify and acquire new-to-bank affluent clients to grow the DBS Treasures customer base and promote wealth management solutions.
Role type
Senior business development officer (affluent client acquisition)
Builds
DBS Treasures customer base and wealth management solutions
Domain
Consumer banking and wealth management
Deliverable
client delivery
Required skills
client acquisition, wealth management product knowledge, financial markets understanding, regulatory compliance, business development, sales, relationship building
Preferred skills
relevant regulatory and financial advisory certifications
Responsibilities
Identify and acquire new-to-bank affluent clients, promote DBS Treasures value proposition and wealth management solutions, collaborate with Relationship Managers for client onboarding, participate in business development initiatives and sales campaigns, achieve individual acquisition targets, maintain adherence to regulatory requirements and internal policies