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DBS Bank

Regional bank offering digital banking

Analyst – Treasures Relationship Manager - Consumer Banking Group

Wealth Management & Financial AdvisoryUpdated on Nov 12
Full-timeChennai, Tamil Nadu, IndiaNo salary listedIn-person

About the Job

Requirements

  • Minimum experience in a similar role, preferably in the banking or financial services industry.
  • Strong analytical and problem-solving skills and the ability to understand complex financial concepts.
  • Ability to build trust and rapport with clients through communication and interpersonal skills.
  • Demonstrated track record of providing exceptional client service and achieving sales targets.
  • Proficiency in financial analysis tools and portfolio management software.

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, including investment specialists and product experts, to deliver comprehensive financial solutions.
  • Contribute to the growth and development of the Treasures Relationship Manager team by sharing best practices and participating in team initiatives.

About the Company

DBS Bank

Regional bank offering digital banking

DBS Bank provides banking and financial services in Singapore and Southeast Asia, including personal and business banking, loans, deposits, wealth management, and payments. It serves customers through a network of branches and a digital platform that lets people open accounts, transfer funds, borrow, and invest via online and mobile apps. The bank differentiates itself with government-backed origins, rapid regional growth, a strong emphasis on digital banking, and a broad mix of consumer, corporate, and wealth services. Its goal is to be a leading, trusted financial services provider in Asia, supporting customers and economies with reliable banking and sustainable growth.

Company size
10,001+
Company stage
IPO
Headquarters
Singapore, Singapore
Founded
1968

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