AVP, Treasures Relationship Manager, Pantai Indah Kapuk Branch, Consumer Banking Group

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing personalized wealth management solutions
• Proactively identify and address client needs, offering a comprehensive range of banking, investment, and advisory services
• Collaborate with cross-functional teams, including investment specialists and financial planners, to deliver tailored financial strategies
• Actively monitor client portfolios, making recommendations to optimize performance and align with their evolving financial objectives
• Ensure exceptional client service and responsiveness, anticipating and addressing their concerns in a timely manner
• Contribute to the growth and development of the Treasures client segment by identifying new business opportunities and referrals

• Minimum 3-5 years of experience in a client-facing role within the wealth management or private banking industry
• Strong interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients
• Demonstrated expertise in investment products, portfolio management, and financial planning
• Analytical mindset with the ability to understand complex financial situations and provide customized solutions
• Excellent organizational and time management skills, with the ability to prioritize and multitask effectively
• Commitment to delivering exceptional client service and a proactive, solutions-oriented approach

DBS Bank