Sr Officer - Analyst, Treasures Banking Relationship

About The 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

Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning
Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates
Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
Contribute to the growth and development of the Treasures RM team by sharing best practices and providing mentorship to junior team members

Requirements

Have experience in the financial services industry, preferably in a client-facing role
Strong analytical and problem-solving skills, with the ability to understand complex financial concepts and translate them into practical solutions
Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
Demonstrated track record of achieving sales targets and delivering exceptional client service
Proficient in the use of financial analysis tools and portfolio management software
Commitment to ongoing professional development and a desire to stay up-to-date with industry trends and regulations

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.