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 robust 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
Solid 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

Location

Chennai

Job

Relationship Management

Schedule

Regular

Employee Status

Full time

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Associate, Treasures Relationship Manager, Consumer Banking Group Chennai
🏢 DBS Bank
📍 Chennai