全职 AVP, TPC RM, Consumer Banking Group 工作, 薪水, DBS Bank 台北市, 台灣 公司招聘中 - Ricebowl

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

• Manage and grow a portfolio of High-Net-Worth (HNW) clients within the Treasures Private Client segment, delivering personalized wealth management services.
• Provide comprehensive financial advisory and asset allocation solutions, including investment, insurance, and treasury products, tailored to meet clients' financial goals.
• Achieve business and revenue targets through proactive relationship management, client acquisition, and portfolio growth.
• Collaborate closely with product specialists, investment strategists, and support teams to deliver holistic financial solutions.
• Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies in all client transactions and advisory processes.
• Keep abreast of market trends, financial products, and regulatory changes to provide timely and accurate market insights to clients.

Requirements

• Bachelor’s degree or equivalent professional qualification in Finance, Business, or a related discipline.
• Proven track record in wealth management and relationship management, with demonstrated experience in managing high-net-worth portfolios.
• Deep understanding of financial markets, investment products, asset allocation strategies, and wealth management solutions.
• Relevant regulatory certifications for financial advisory and investment sales.
• Strong interpersonal and relationship-building skills, with the ability to establish trust and rapport with affluent clients.
• Excellent communication, presentation, and negotiation skills.
• Strong analytical, problem-solving, and decision-making capabilities.

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:

City Hall Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time