Posted 7 months ago
Associate, Treasures Relationship Manager, Juanda, Consumer Banking Group
AI Summary
Manages relationships with high-net-worth clients in consumer banking, providing tailored financial advice and cross-selling products to grow client portfolios.
About this role
Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Responsibilities
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions
- Proactively identify and capitalize on cross-selling opportunities to grow the client's portfolio
- Collaborate with internal teams, such as Wealth Management and Investment Advisory, to deliver comprehensive financial services
- Ensure exceptional client service and address any queries or concerns in atimely and professional manner
- Contribute to the achievement of team and individual sales targets
- Stay updated on market trends, products, and regulatory changes to provide informed advice to clients Requirements
- Have experience in a client-facing role within the banking or financial services industry
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients
- Analytical mindset and problem-solving skills to understand client needs and provide suitable solutions
- Proficient in using financial analysis tools and customer relationship management (CRM) systems
- Ability to work collaboratively with cross-functional teams and stakeholders
- Commitment to delivering exceptional client service and maintaining high standards of professionalism
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Location:
Juanda BranchJob:
Relationship ManagementSchedule:
RegularEmployee Status:
Full time
Skills
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