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 estate planning
- Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
- Maintain strong relationships with clients by providing exceptional customer service and regular portfolio reviews
- Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
- Achieve sales targets and contribute to the growth of the Treasures segment
Requirements
- Strong understanding of investment products, wealth management strategies, and financial planning
- Excellent communication and interpersonal skills to effectively engage with high-net-worth clients
- Ability to work independently and as part of a team to deliver exceptional client service
- Possess a relevant professional certification, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
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.
Primary Location
Taiwan
Job
Relationship Management
Schedule
Regular
Job Type
Full-time
Job Posting
Jan 21, 2026, 3:56:51 PM
