AVP, Relationship Manager, Insurance, Financial Institutions Group

Job Purpose

Manage and grow a portfolio of insurance clients. Responsible for deepening client relationships, delivering holistic banking solutions, and driving sustainable revenue growth across the Bank's franchise.

Key Responsibilities

Client Coverage and Relationship Management

- Manage a portfolio of insurance clients assigned
- Defend and deepen existing client relationships
- Achieving financial and business growth targets and optimising client wallet share
- Own client credit relatonships
- Serve as the primary internal and external point of contact for all matters relating to assigned clients.
- Build and maintain strong internal and external stakeholder relationships

Business Development and Account Planning

- Develop and execute strategic account plans for assigned clients.
- Identify opportunities by leveraging the Bank's holistic capabilities and expanding product coverage.
- Cross-sell and originate opportunities across:
- Global Transaction Services (Cash & Trade)
- Securities Services
- Global Financial Markets
- Financing Solutions

- Acquire new-to-bank insurance clients and expanding the overall client portfolio.

Client Servicing and Execution

- Ensure client enquiries and requests are addressed promptly and professionally.
- Work closely with internal stakeholders to ensure smooth day-to-day account operations and problem resolution.
- Coordinate across business and support units to drive client satisfaction, successful implementation of banking solutions and provide solutioning to meet client requirements

Industry and market knowledge

- Develop good understanding of the following and applying them:
- Insurance industry business drivers
- Regulatory developments
- Investment requirements
- Client buying behaviour
- Industry challenges and opportunities

- Use industry insights to identify solutions and originate new business opportunities.

Credit and Financing

- Sound understanding of Financial Institutions balance sheets and key credit drivers.
- Assess financing opportunities and support the structuring of financing transactions for clients.
- Apply sound credit judgement and risk awareness in client discussions and transaction origination; and balancing them to meet business reuqirements.

Requirements

Qualifications & Experience

- Degree holder in Banking, Finance, Economics, Business or related discipline.
- Relevant financial institutions or corporate banking coverage experience.
- Experience covering insurance companies and insurance asset managers preferred

Skills & Competencies

- Strong relationship management and client engagement skills.
- Demonstrated business development and origination capabilities.
- Good understanding of banking products including cash management, trade finance, derivatives, capital markets, treasury solutions and financing products.
- Understanding of Financial Institution balance sheets and credit fundamentals.
- Strong stakeholder management and collaboration skills.
- Excellent communication skills, both written and presentation.
- Self-motivated with the ability to manage multiple priorities in a fast-paced environment.

Preferred Experience

- Knowledge of the insurance sector and insurance investment activities.
- Experience working across regional financial institution clients.
- Familiarity with regulatory and market developments affecting insurers and financial institutions
- At least 8 yrs working experience preferred

Location:
DBS Asia Central

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time