About the role
FinEx AI summary
Relationship manager in DBS Consumer Banking Group acquiring affluent clients in Greater Bay Area, cross-selling banking, insurance and investment products. Responsibilities include financial needs analysis, portfolio reviews, KYC/AML compliance and licence requirements. Requires 3+ years of consumer banking sales experience and fluency in Mandarin, Cantonese and English.
Core skills
Wealth managementCross-sellingConsumer banking salesFinancial needs analysis (FNA)Investment portfolio review and managementKYC and AML compliance