The role is a Treasures Relationship Manager in DBS Consumer Banking, responsible for acquiring affluent customers and promoting wealth management, banking, insurance and investment products. Duties include financial needs analysis, portfolio reviews, call activities, meeting sales targets, and maintaining relationships to deepen engagement and reduce attrition.
Core skills
Wealth management product salesCross-selling and referralsFinancial needs analysis (FNA)Portfolio reviews and managementInsurance and investment product advisorySFC RI regulated activities
Similar roles
More live opportunities matched by discipline and skills.