Associate, Treasures Relationship Manager, Consumer Banking Group

China, Beijing Branch; Chennai; On-site; INR 700,000 - 900,000; Full time

Job summary

DBS Bank in Chennai invites applications for a Relationship Manager within the Treasures team. You will provide personalized wealth advisory services to high-net-worth clients, tailor investment strategies, and manage retirement planning, building trusted relationships through regular portfolio reviews.

Collaborate with investment specialists to deliver comprehensive financial solutions, identify client needs, and drive service quality while contributing to the team's continued growth and client

Qualifications

• Strong analytical and problem-solving abilities to understand complex financial concepts.
• Excellent communication and interpersonal skills to build trust with clients.
• Proven track record of delivering exceptional client service and meeting sales targets.
• Proficient in financial analysis tools and portfolio management software.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and retirement planning.
• Identify client needs and recommend suitable financial solutions to help achieve goals.
• Maintain relationships by reviewing portfolios and providing timely updates.
• Collaborate with cross-functional teams to deliver comprehensive financial solutions.
• Contribute to the Treasures RM team's growth by sharing best practices and participating in team initiatives.

Skills

Analytical skills

Problem solving

Communication skills

Interpersonal skills

Sales targets

Tools

Portfolio management software

Financial analysis tools

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

• 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

Benefits

• 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