Senior Associate, Treasures Relationship Manager, Consumer Banking Group

China, Beijing Branch; Mumbai; On-site; INR 900,000 - 1,800,000; Full time

Job summary

DBS Bank in Mumbai seeks an experienced Relationship Manager to deliver personalized wealth advisory services and investment planning to high-net-worth clients. You will identify client needs, propose suitable financial solutions, and stay informed about market trends to recommend the best products.

Collaboration with specialists and adherence to regulatory standards are essential. The role requires excellent communication, a proven track record in wealth management, and a commitment to

Qualifications

• Minimum 3 years of work experience in wealth management or private banking.
• Strong interpersonal and communication skills to build trust with clients.
• Excellent problem-solving and analytical abilities for complex financial needs.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management.
• Identify client needs and recommend suitable financial solutions to achieve goals.
• Maintain knowledge of bank products and market trends to offer appropriate recommendations.
• Collaborate with investment specialists and product managers to deliver comprehensive solutions.
• Ensure compliance with regulations and internal policies to uphold client service and risk standards.
• Engage in client events to build and maintain relationships.

Skills

Wealth management

Investment planning

Client advisory

Relationship management

Sales targets

Financial planning software

Education

CFP

CFA

Tools

Financial planning software

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 estate planning
• Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
• Maintain a strong understanding of the bank's products and services, as well as the market landscape, to provide clients with the most suitable recommendations
• Collaborate with cross-functional teams, such as investment specialists and product managers, to deliver comprehensive financial solutions to clients
• Ensure compliance with all relevant regulations and internal policies to maintain the highest standards of client service and risk management
• Actively participate in client events and networking activities to build and maintain strong relationships with clients

Requirements

• Minimum 3 years of work experience in a similar role, preferably in the wealth management or private banking industry
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
• Excellent problem-solving and analytical skills, with the ability to understand and address complex financial needs
• Demonstrated track record of achieving sales targets and providing exceptional client service
• Proficient in the use of financial planning and wealth management software
• Possess a relevant professional certification, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)

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:

Mumbai

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time