AVP, Treasures Relationship Manager, World Trade Center Branch, Treasures & Distribution, Consumer Banking Group Greater Taipei, Taiwan Area

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 a portfolio of high-net-worth clients.

Conduct comprehensive portfolio analysis and prepare investment reports to assist in client advisory.

Assist in the preparation of client presentations, financial plans, and market updates.

Ensure all client transactions and onboarding processes comply with regulatory standards and internal bank policies.

Collaborate with product specialists and internal stakeholders to deliver holistic wealth management solutions.

Handle client inquiries and resolve operational issues promptly to maintain high service standards.

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related discipline.

Strong understanding of financial markets, wealth management products, and investment instruments.

Excellent analytical, quantitative, and problem-solving skills.

Effective communication and interpersonal skills to build relationships with diverse stakeholders.

Proficiency in financial analysis tools and office productivity software.

Ability to work collaboratively in a fast-paced, team-oriented environment.

Relevant professional certifications in financial advisory are advantageous.

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