Relationship Manager, Consumer Banking (Treasures RM)

About the role

DBS Consumer Banking Group is hiring a Relationship Manager for its Treasures RM team at the Neihu branch in Taipei. The role provides personalized financial advisory services to high-net-worth clients, covering investment planning, wealth management and retirement planning. It is a regular, full-time position.

Key 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 client relationships 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 taking part in team initiatives.

Required profile

• Demonstrated track record of providing exceptional client service and achieving sales targets.
• Strong analytical and problem-solving skills, with the ability to understand complex financial concepts.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.

Required skills

• Proficiency in financial analysis tools and portfolio management software.

What we offer

• A competitive salary and benefits package.
• A professional environment that supports development and recognizes achievements.