Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank Ltd

Chennai District

On-site

INR 1,200,000 - 2,400,000

Full time

14 days+
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Job summary

DBS Bank Ltd, a leading bank in Asia, seeks an Associate Treasures Relationship Manager in Chennai to provide personalized advisory services to high-net-worth clients, manage portfolios, and collaborate with product specialists across wealth management. You will engage clients, assess needs, and tailor investment strategies to meet goals in a dynamic retail banking environment.

The role emphasizes proactive portfolio reviews, timely updates, and collaboration with cross-functional teams to

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 achieving sales targets.

Responsibilities

  • Provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management.
  • Proactively identify client needs and recommend suitable financial solutions.
  • Maintain and review client portfolios, providing timely updates and performance insights.
  • Collaborate with investment specialists and product experts to deliver comprehensive solutions.

Skills

Analytical thinking
Communication
Interpersonal skills
Sales aptitude

Tools

Financial analysis tools
Portfolio management software

Job description

## Associate, Treasures Relationship Manager, Consumer Banking GroupApplylocations: Chennai-DBILtime type: Full timeposted on: Posted Todayjob requisition id: WD87542**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**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:**Chennai-DBIL**Job:**Relationship Management**Schedule:**Regular**Employee Status:**Full time
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