锦鲤求职岗位描述
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
Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning
Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates
Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
Contribute to the growth and development of the Treasures RM team by sharing best practices and participating in team initiatives
Requirements
Strong analytical and problem-solving skills, with the ability to understand complex financial concepts
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
Demonstrated track record of providing exceptional client service and achieving sales targets
Proficient in the use of financial analysis tools and portfolio management software
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:
Taoyuan Branch
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time