Business Function
DBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client's needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions.
Responsibilities - Provide a "Wealth Management" solutions / advice to High Net Worth Individual
Find, Attract and Win new clients
Nurture and Retain existing clients and entice former clients back into the Bank
Continuously develop relationships with a portfolio of clients
Provide a "Single Point of entry" into the Bank with an efficient access to a network of specialists
Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
Maximize client assets and revenues from its AUM (Asset Under Management)
Requirements - With PWMA qualification will be preferred
Solid credit with strong banking knowledge and business ethics, with minimum 7 years of private banking experience
Excellent connections in the respective private banking market
Well-versed in the Banking Reforms / Regulatory Changes in the market
Extremely conscious of the high Sensitivity and Confidentiality requirement of the market
Strong knowledge of Private Banking products and services
Must be registered RI (Regulated Activities; Types 1 & 4)
Degree Holder or equivalent, preferably in Marketing, Finance or other Business disciplines
CFP, CFA or equivalent qualifications will be an advantage
Fulfillment of requirements under the Enhanced Competency Framework preferred
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We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
We regret only shortlisted candidates will be notified.
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