Relationship Manager, High-Net-Worth Clients (Treasures RM)

About the role

DBS Consumer Banking Group, the leading bank in Asia, is hiring a Relationship Manager (Treasures RM) at its Tianmu Branch in Taipei. The role provides personalized financial advisory services to high-net-worth clients, covering investment planning, wealth management and estate planning.

Key responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management and estate planning.
• Develop and maintain strong client relationships to understand their financial goals and provide tailored solutions.
• Collaborate with cross-functional teams such as investment specialists and product experts to deliver comprehensive financial solutions.
• Proactively identify and capitalize on growth opportunities within the client portfolio.
• Ensure compliance with all relevant regulations and internal policies.

Required profile

• Minimum 3-5 years of experience in a similar role, preferably in banking or financial services.
• Strong interpersonal and communication skills, able to build trust and rapport with clients.
• Ability to work collaboratively with cross-functional teams and adapt to changing business needs.
• Commitment to exceptional client service and high standards of professionalism.

Required skills

• Excellent analytical and problem-solving skills, with the ability to interpret financial data.
• Thorough knowledge of investment products, wealth management strategies and financial planning.

The schedule is regular and the position is full time. DBS offers a competitive salary and benefits package.