Associate Vice President, Treasures Relationship Manager, Treasures & Distribution, Consumer Banking Group Greater Taipei, Taiwan Area

The Company is seeking an Associate Vice President, Treasures Relationship Manager to support the management and growth of a portfolio of high-net-worth clients. Responsibilities include conducting portfolio analysis and preparing investment reports, client presentations, financial plans, and market updates. The role ensures client onboarding and transactions meet regulatory requirements and internal policies. It also involves collaborating with specialists and internal stakeholders to provide holistic wealth management solutions, while responding promptly to client inquiries and operational issues. Applicants should hold a bachelor’s degree in finance, business, economics, or a related discipline and have a strong understanding of financial markets, wealth management products, and investment instruments. The role requires excellent analytical, quantitative, problem-solving, communication, and interpersonal skills, along with proficiency in financial analysis tools and office productivity software. Candidates should be collaborative and comfortable working in a fast-paced, team-oriented environment. Relevant professional certifications in financial advisory are an advantage.

Hiring Company

DBS Bank