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
Develop and execute comprehensive wealth planning strategies for high-net-worth clients within the assigned portfolio
Conduct detailed financial assessments and provide personalized investment recommendations aligned with client objectives
Build and maintain strong client relationships through regular engagement, reviews, and proactive advisory services
Identify cross-selling opportunities and collaborate with product teams to deliver integrated banking solutions
Prepare detailed wealth planning proposals, investment portfolios, and financial reports for client presentations
Ensure compliance with regulatory requirements and internal policies in all wealth planning activities
Participate in client events, seminars, and networking activities to enhance brand presence and client acquisition
Monitor market trends and economic developments to provide timely insights and strategy adjustments
Mentor junior team members and contribute to team capability development
Requirements
Bachelor's degree in Finance, Economics, Business Administration, or related field
Minimum 5-7 years of experience in wealth management, financial planning, or private banking
Strong knowledge of investment products, portfolio management, and financial planning principles
Demonstrated ability to manage high-value client portfolios and deliver exceptional service
Excellent analytical and problem-solving skills with attention to detail
Proficiency in financial planning tools and banking systems
Strong communication and presentation skills with ability to explain complex financial concepts clearly
Relevant certifications such as CFP, CFA, or equivalent are preferred
Ability to work independently and as part of a collaborative team environment
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:
Product Sales
Schedule:
Regular
Employee Status:
Full time
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