SA

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Taipei, TWN
Remote
Mid level
Fintech • Information Technology • Software • Financial Services
The Role
Advise high-net-worth clients on investments, portfolio management, and financial planning. Build and maintain client relationships, monitor portfolios, collaborate with specialists, grow AUM, and ensure regulatory compliance.
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 realize 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 realize 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 wealth management solutions to high-net-worth clients, including investment advisory, portfolio management, and financial planning
Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles
Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive wealth management services
Actively monitor client portfolios and make timely adjustments to ensure alignment with their investment objectives
Identify and capitalize on opportunities to grow the client base and assets under management
Ensure compliance with all relevant regulations and internal policies
Requirements

Years of experience in wealth management or a related field
Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed recommendations
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
Demonstrated track record of delivering exceptional client service and achieving sales targets
Proficient in the use of financial analysis tools and portfolio management software
Commitment to ongoing professional development and staying up-to-date with industry trends and regulations
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:

Xiangyang Branch

Job:

Customer Service

Schedule:

Regular

Employee Status:

Full time

Skills Required

  • Years of experience in wealth management or a related field
  • Strong analytical and problem-solving skills, with ability to interpret financial data
  • Excellent communication and interpersonal skills to build trust with clients
  • Demonstrated track record of delivering exceptional client service and achieving sales targets
  • Proficient in the use of financial analysis tools and portfolio management software
  • Commitment to ongoing professional development and staying up-to-date with industry trends and regulations
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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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