Analyst, Treasures Relationship Manager, Consumer Banking Group

DBS

Erode, TN, India1w ago

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Key details

Location
Erode, TN, India
Work style
Onsite
Level
Senior
Job type
Full-time
Function
Finance & Accounting
Focus area
other
Posted
1w ago

Skills

asset allocationrelationship management

About the role

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

  • Manage and grow a portfolio of affluent and high-net-worth clients by providing personalized financial advisory services.
  • Deliver comprehensive wealth management solutions, including investments, insurance, and treasury products, tailored to clients' financial goals and risk profiles.
  • Conduct regular portfolio reviews and market updates to ensure optimal asset allocation and client satisfaction.
  • Acquire new clients and deepen existing relationships through proactive networking and referrals.
  • Ensure strict adherence to all regulatory requirements, compliance standards, and internal bank policies.

Requirements

  • University degree in Finance, Business Administration, or a related discipline.
  • Required regulatory certifications for financial advisory and investment sales.
  • Demonstrated experience in wealth management or relationship management within the banking sector.
  • Deep understanding of financial markets, investment products, and insurance solutions.
  • Strong interpersonal, presentation, and relationship-building skills.
  • Results-oriented with a high level of integrity and professional conduct.

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:

Erode

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time

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