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Analyst, Treasures Relationship Manager, Consumer Banking Group

DBS
Chennai, IND
Full-time
Manager
Discovered 1 weeks ago
Client service

Full Job Posting

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.
  • Chennai-DBIL
  • Relationship Management
  • Regular
  • Full time

Location:

  • Chennai-DBIL
  • Job:
  • Relationship Management

Schedule:

  • Regular
  • Employee Status:
  • Full time

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