ALYST, Treasures ARM, Consumer Banking Group

Experience: 5 to Not Available years

Location: Taichung

Skills: analytical skills, problem-solving skills, interpersonal skills, investment products knowledge, wealth management strategies knowledge, financial planning principles knowledge, customer service

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 comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
Analyze client's financial goals, risk tolerance, and investment portfolio to develop customized financial strategies
Collaborate with cross-functional teams, such as investment specialists and tax experts, to deliver holistic financial solutions




Proactively monitor client's financial situation and make recommendations to optimize their wealth
Maintain solid relationships with clients and provide exceptional customer service
Comply with all relevant regulations and internal policies to ensure the integrity of the bank's operations

Requirements
Minimum 5 years of experience in the financial services industry, preferably in a client-facing role
Solid analytical and problem-solving skills, with the ability to interpret complex financial data
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
Thorough understanding of investment products, wealth management strategies, and financial planning principles
Ability to work collaboratively with cross-functional teams and adapt to changing business needs
Commitment to providing exceptional customer service and maintaining the highest ethical standards

Apply Now
We offer a market-competitive salary and benefits package and the qualified advantages of a dynamic setting that supports your development and recognises your achievements.
Location: Dayi Branch
Job: Customer Service
Schedule: Regular
Employee Status: Full time

📌 Alyst, Treasures Arm, Consumer Banking Group Mumbai
🏢 DBS Bank
📍 Mumbai