Analyst, Treasures RM, Consumer Banking Group
Job 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
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:
Taichung Branch
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time
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.
- 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.
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:
Taichung Branch
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time
More Info
Key Skills
investment instruments
financial analysis tools
office productivity software
wealth management products
About Company