Analyst RM

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Taipei, TWN
Remote
Mid level
Fintech • Information Technology • Software • Financial Services
The Role
Provide personalized financial advisory and wealth management services to high-net-worth clients. Build and maintain client relationships, collaborate with investment and product specialists, identify growth opportunities within portfolios, ensure regulatory compliance, and contribute to the Consumer Banking Groups growth.
Summary Generated by Built In

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
  • Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions
  • Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
  • Proactively identify and capitalize on growth opportunities within the client portfolio
  • Ensure compliance with all relevant regulations and internal policies
  • Contribute to the overall growth and success of the Consumer Banking Group

Requirements

  • Minimum 3-5 years of experience in a similar role, preferably in the banking or financial services industry
  • Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
  • Excellent analytical and problem-solving skills, with the ability to understand and interpret financial data
  • Thorough knowledge of investment products, wealth management strategies, and financial planning
  • Ability to work collaboratively with cross-functional teams and adapt to changing business needs
  • Commitment to providing exceptional client service and maintaining the highest standards of professionalism

Location:

City Hall Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • 3-5 years of experience in a similar role
  • Experience in the banking or financial services industry
  • Strong interpersonal and communication skills
  • Excellent analytical and problem-solving skills
  • Thorough knowledge of investment products, wealth management strategies, and financial planning
  • Ability to work collaboratively with cross-functional teams
  • Commitment to providing exceptional client service and maintaining high professionalism
  • Knowledge of and adherence to relevant regulations and internal policies
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The Company
41,000 Employees
Year Founded: 1968

What We Do

DBS Bank is a leading financial services group in Asia, headquartered in Singapore. It provides a full range of consumer, SME, and corporate banking services. The bank is recognized for its digital innovation, having been named 'World's Best Digital Bank' and 'World's Best Bank' by various publications. It also operates the DBS Foundation, which supports social enterprises and community initiatives, reflecting its commitment to creating impact beyond traditional banking.

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