ASSOC, Treasures RM (Licensed, Sales Incentive) (RG0168)

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 estate planning
• Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
• Maintain a strong understanding of the bank's products and services, as well as the market landscape, to provide clients with the best possible advice
• Collaborate with cross-functional teams, such as investment specialists and product managers, to deliver comprehensive financial solutions
• Ensure compliance with all relevant regulations and internal policies
• Actively participate in client events and networking activities to build and maintain strong client relationships

Requirements

• Minimum 3 years of experience in a similar role, preferably in the wealth management or private banking industry
• Strong financial acumen and the ability to understand complex financial products and market trends
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Proven track record of meeting or exceeding sales targets and client satisfaction goals
• Proficient in the use of financial analysis tools and portfolio management software
• Possess a relevant professional certification, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)

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:

Nanjing Songjiang Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time