Analyst, Treasures Relationship Manager, Consumer Banking Group
ChennaiFull-timeMid levelPosted over a month ago
Mid-level finance role at DBS Bank India in Chennai.
About the role
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
What you'll do
- Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and retirement planning
- 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
What you need
- Wealth management