Senior Associate, Elite Relationship Manager, Private Wealth Management
1 week ago
Job Summary:
As a Senior Associate, Treasures Relationship Manager, you will be responsible for delivering exceptional results in acquiring and engaging with high net worth individuals, deepening their relationships, and expanding their portfolio of DBS products and services.
Key Responsibilities:
- Acquire and upgrade high net worth clients through a targeted approach, ensuring timely portfolio reviews and effective relationship management.
- Manage and maintain a high level of customer satisfaction, delivering exceptional service through proactive engagement and relationship management.
- Collaborate with internal teams to coordinate product strategies, ensure compliance with regulatory requirements, and drive operational efficiency.
- Develop and execute business plans to achieve volume and revenue targets, ensuring a deep understanding of local market trends and competitor activity.
- Build and maintain relationships with key stakeholders, including clients, product specialists, and line managers, to ensure seamless execution of business objectives.
- Stay up-to-date with market developments, competitor activity, and regulatory changes to ensure informed decision-making and effective business execution.
Requirements:
- Minimum 10 years of experience in HNI sales, wealth management, or private banking.
- Strong understanding of financial planning, wealth management products, and local market trends.
- Excellent relationship management, communication, and negotiation skills.
- Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
- Strong analytical and problem-solving skills, with a focus on delivering results under pressure.
Preferred Qualifications:
- AMFI, IRDAI, or FEDAI certification.
- Graduate or postgraduate degree in a relevant field.
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