Analyst, Treasures Relationship Manager, Consumer Banking Group

China, Beijing Branch; Chennai; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

DBS Bank is seeking a Relationship Manager for its Treasures RM team in Chennai. You will provide personalized financial advisory services to high-net-worth clients, focusing on investment planning and wealth management.

The role requires proactive needs identification and regular portfolio reviews. You will collaborate with investment specialists and product experts to deliver comprehensive solutions and contribute to team growth within a dynamic environment.

Qualifications

• Minimum experience in a similar role within banking or financial services
• Strong analytical and problem-solving skills with ability to understand complex financial concepts
• Excellent communication and interpersonal skills to build trust with clients
• Proven track record of providing exceptional client service and achieving sales targets

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and retirement planning
• Proactively identify client needs and recommend appropriate financial solutions
• Maintain and review client portfolios, providing timely updates
• Collaborate with cross-functional teams to deliver comprehensive solutions
• Contribute to the growth of the Treasures RM team by sharing best practices and participating in initiatives

Skills

Relationship building

Financial analysis

Portfolio management

Client advisory

Sales targets

Job description

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 retirement planning
• Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
• Maintain strong relationships with clients by regularly reviewing their portfolios and providing timely updates
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
• Contribute to the growth and development of the Treasures RM team by sharing best practices and participating in team initiatives

Requirements

• Minimum experience in a similar role, preferably in the banking or financial services industry
• Strong analytical and problem-solving skills, with the ability to understand complex financial concepts
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Demonstrated track record of providing exceptional client service and achieving sales targets
• Proficient in the use of financial analysis tools and portfolio management software

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:
Chennai-DBIL

Job:
Relationship Management

Schedule:
Regular

Employee Status:
Full time