dbs
Analyst, Treasures Relationship Manager, World Trade Center Branch, Treasures & Distribution, Consumer Banking Group
- Compensation
- Not disclosed
- Location
- Taipei
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Full time
- Experience
- Not specified
- Category
- Finance
- Posted
Skills
Must have
- Bachelor’s degree in Business, Finance, Economics, or a related discipline.
- Prior experience in wealth management, consumer banking, or financial services.
- Strong understanding of financial markets, investment products, and wealth management concepts.
- Excellent interpersonal and communication skills to build relationships with stakeholders.
- Analytical mindset with proficiency in financial analysis and data interpretation.
- Highly organized with the ability to multi-task and work in a fast-paced environment.
- Relevant regulatory certifications in financial advisory are an advantage.
Full description
Business Function
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
- Support Relationship Managers in managing and growing the affluent client portfolio.
- Assist in preparing comprehensive financial portfolio reviews and investment proposals.
- Conduct market research and analyze financial data to identify investment opportunities.
- Facilitate client onboarding processes, ensuring strict adherence to regulatory compliance, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) guidelines.
- Resolve client queries efficiently, providing high-quality service and administrative support.
- Collaborate with internal product specialists and operational teams to deliver seamless wealth management solutions.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or a related discipline.
- Prior experience in wealth management, consumer banking, or financial services.
- Strong understanding of financial markets, investment products, and wealth management concepts.
- Excellent interpersonal and communication skills to build relationships with stakeholders.
- Analytical mindset with proficiency in financial analysis and data interpretation.
- Highly organized with the ability to multi-task and work in a fast-paced environment.
- Relevant regulatory certifications in financial advisory are an advantage.
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:
World Trade Center Branch
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time