Indian Wealth Relationship Manager, Treasures & Distribution
DBS Bank Ltd
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 such as CASA and Time Deposits , investments such as UT, Bonds, ELI and other structured products, Life insurance such as endowment plans & premium financing products, and loans such as Multi-Revolving Term Loan (MRTL) , 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- Acquire new high net-worth customers and solicit business opportunities through proactive cross-selling, referrals and personal business connections
- Identify customer needs through financial analysis and deliver customer-focused banking and wealth management solutions to enhance customer experience
- Collaborate with experienced product specialists in offering professional advice to meet the customers’ investment goals and needs
- Grow and maximize the revenue potential of this customer group by building strong customer relationships and delivering differentiated solutions
- All licensing requirements such as HKSI paper 1, 7 & 8 and Insurance Immediate Qualifying Exams (IIQE) such as Paper 1,2 3 & 5 have to be met
- Good exposure in International Banking (own customer network)
- Degree holder in related disciplines preferred
- Minimum 3 years of sales experience in investment and insurance products
- Qualified to carry out Insurance and Investment regulated activities is a must
- Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products
- Strong business acumen, able to analyze and interpret business and financial data
- Self-starter with a tenacity to succeed, and a flair for selling
- Certified Retail Wealth Professional preferred
- HKIB Certified Banker preferred
- The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details in [ here ]( .
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Please check out our recruitment video for more information.
We regret only shortlisted candidates will be notified.
Location:One Island East
Job:Relationship Management
Schedule:Regular
Employee Status:$125k
...Position Overview Employer: DWS Group Title: Relationship Manager, Strategic Relationship Group Location: New York,... ...construction of strategic business plans with select firms to aid distribution efforts. Work closely with DWS Market Leaders, ETF and...SuggestedFull timeWork at officeLocal areaWork from homeHome officeFlexible hours- ...Private Wealth Relationship Manager Los Angeles, California To proceed with your application, you must be at least 18 years of age.... ...available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America...SuggestedWork at officeWork from homeShift workDay shift
- ...Private Wealth Relationship Manager Atlanta, Georgia To proceed with your application, you must be at least 18 years of age. Acknowledge... ...certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America...SuggestedWork at officeWork from homeShift workDay shift
$225k - $240k
...EstatePosted: 2026-09-23 Who We Are? Oliver Wyman is a global leader in management consulting. With offices in 60 cities across 29 countries,... ..., operational excellence, underwriting and pricing, and distribution. Recent examples of our impact include: Establishing a...SuggestedMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$50k - $65k
...Role Description The Real Estate Transaction Manager & Client Relationship Manager is a full-time, hybrid role based in Scottsdale, AZ, with flexibility for some work from home. This role oversees real estate transaction timelines, manages contract and listing documents...SuggestedFull timeContract workWork at officeWork from homeFlexible hours3 days per week- ...global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by... ...providing them with high quality, timely and extensive wealth management, investment and financial solutions. Treasures Private Client Relationship Manager is...Full timeOverseas
$81.6k - $120k
...approach. Our team is a group of empathetic relationship builders, curious minds, doers, thinkers... ...looking for a Senior Customer Success Manager (Senior CSM) to drive strategic... ...gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American...IndianHourly payWork at officeLocal areaRemote workFlexible hours$89.4k - $131.5k
...what we build. About the Role Scaled Client Success Managers own product adoption, education, and onboarding for a pooled segment... ...women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or...IndianHourly payFull timeWork at officeLocal areaRemote workFlexible hours$187.83k - $240k
...Access strategy by building strategic relationships, along with securing formulary and/or medical... ...such as CMS, VA, DoD, Tricare, Indian Health. Expert knowledge of current US... ...payers and their formulary, utilization management, and benefit management strategies including...IndianHourly payFull timeContract workLocal areaRemote workRelocation packageFlexible hours$65k - $75k
...About the Job The Client Services Manager provides operational leadership and direct... ...program-level partnerships and referral relationships in collaboration with community agencies... ...in rural Minnesota and American Indian/Alaska Native (AI/AN) communities. In partnership...IndianFull timeTemporary workPart timeWork experience placementWork at officeFlexible hours- ...dynamic, growth oriented thermal component distribution company dedicated to providing quality... .... As the Carolinas Account Manager for the NC and SC territory, you’re a crucial... ...responsible for both managing and expanding relationships with existing clients, as well as...Full timeRemote work
- Cain Watters & Associates seeks a Client Relationship Manager to act as the primary liaison for select high-net-worth clients, coordinating services across planning, tax, accounting, and investment teams. You will deliver a highly personalized, proactive service experience...Remote job
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placementWork at office$60k - $80k
Osaic is seeking a Relationship Manager in Basking Ridge, NJ to support Wealth Managers in delivering exceptional service to high-net-worth individuals and institutions. This full-time, hybrid role requires 2-5 days in the office; remote candidates are not considered. Salary...Full timeWork at officeRemote work$61.74k - $85k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placement- ...are looking for a highly strategic and driven Client Success Manager - Real Estate Investments to join the Entera team in the single... ...is a client coverage role: you will own a portfolio of client relationships day to day and be accountable for retention, growth, and client...
$150k - $165k
...business to recruit an experienced Regional Sales Manager/Business Development Manager for a newly created... .... This is a new role for an experienced power distribution professional who can develop relationships, identify opportunities and work with customers and...Full timeWork from homeNight shift$119.8k - $225.25k
...All while providing a fun and exciting treasure hunt experience. As part of our team, you... ...City, Los Angeles, and Boston, and 8 distribution centers nationwide. With 2023 revenues... ...Additionally, the role will provide portfolio management of leased facilities. The existing...For contractorsWork at officeLocal areaRemote work- ...of efficient business management, powerful leadership,... ...& execution of relationship management & investment... ...emerging affluent (Non Treasures) as well as the Treasures... ...DBS Bank as a wealth management provider in... ...unity. Facilitate the distribution of third party...Full timeLocal area
- Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!In this role, you’ll manage a book of business...Full timeWork at officeRemote workRelocation packageMonday to Friday
$160k - $215k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...you’ll be doingAs a Relationship Manager /Senior Relationship Manager, you’ll focus... ...leveraging expertise in investment and wealth advisory services to provide best-in-class...Full timeRemote work$56.2k - $101k
...performance opportunities and solutions, and consultative account management and accountability for issue resolution. Drive optimal... ...Candidates must live in Florida within the following counties: Indian River, Martin, Cheechobee, Palm Beach and St. Lucie * Serve as...IndianFull timeContract workLive inRemote work- National Account Manager, Electrical DistributionLocation: Americas (Remote)Reports to... ...As National Account Manager, Electrical Distribution, you'll bring that promise to life by... ...data, and driving growth through strong relationship management, account execution, and channel...Local areaRemote work
- ...seeking a commercially driven Junior National Account Manager - Grocery & Distribution to grow our premium brand across UK grocery and distribution... ...Regional Sales Manager (UK & Europe), you will build relationships with retail buyers, analyze performance data, and...Remote jobWork from home
- ...delivering a comprehensive, tailored wealth management experience. Farther’s founders are... ...requests, from money movement and distributions to account changes, and escalate only... ...RMDs, and Roth conversions Keep relationships warm with touchpoint tracking, quarterly...Full time
- ...from inquiry through checkout. You will coordinate cleaning and turnover using Turno, and handle maintenance requests and vendor relationships from a home-based setting. The role rewards independence and clear communication, with a remote-first culture, bonuses, and a...Remote jobWork from home
- ...~350 locations in 19 Indian states. Position Title Branch Relationship Manager Department CBG - NDS... ...with DBS Service and Distribution and Product team Key... ...location areas to Treasures segment. Engage with... ...Understanding of HNI Sales/ wealth management product...IndianFull timeWork at officeLocal area
$89.52k - $158.81k
...LOOKING FOR Slate is looking for a Fleet Customer Success Manager to build and lead Slate’s fleet CS function from the ground up... ..., playbooks, and partnerships that don’t yet exist — and the relationship skills to make fleet managers trust Slate before, during, and...Permanent employmentFull timeWork at office- Jobgether seeks a Senior Relationship Manager based in the United States to own relationships with a portfolio of Registered Investment Advisor (RIA) partner firms and their financial advisors. The role drives engagement, referrals, and long‑term adoption of estate planning...Remote job
- ...Property and Casualty licensed Commercial Lines Client Service Manager to join our Real Estate team working closely with large and... ...deliver tailored insurance solutions. You’ll help build strong relationships, solve challenges, and ensure every interaction both internally...Work at officeLocal areaRemote workMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Indian Wealth Relationship Manager, Treasures & Distribution. Be the first to apply!
- wealth manager Remote
- wealth management advisor Remote
- wealth management consultant Remote
- global relationship manager Remote
- wealth management relationship manager Remote
- relationship director Remote
- labor relations manager Remote
- labor relations director Remote
- partner relations manager Remote
- IT business relationship manager Remote




