DBS Bank Recruitment

We are searching for a driven and motivated Wealth Management Associate to join our growing team. In this role, you will play a vital role in supporting our Relationship Managers by providing exceptional service to our valued clients. You will gain valuable experience in all aspects of wealth management, from understanding client needs and risk tolerance to assisting with investment research and portfolio analysis.

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Responsibilities

- Gather and analyze client financial information to understand their financial goals and risk tolerance.
- Assist Relationship Managers with the preparation of client presentations and proposals.
- Conduct market research and identify suitable investment products for clients.
- Maintain accurate and up-to-date client records.
- Provide exceptional customer service and ensure client satisfaction.

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DBS Bank Careers

Skills

- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- A genuine interest in financial planning and wealth management.

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