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
Develop and maintain strong relationships with clients, understanding their unique financial goals and objectives Analyze client portfolios and make recommendations to optimize their investments and achieve their financial targets Stay up-to-date with market trends, economic conditions, and regulatory changes to provide clients with timely and relevant advice
What you'll do
- Provide comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
- Develop and maintain strong relationships with clients, understanding their unique financial goals and objectives
- Analyze client portfolios and make recommendations to optimize their investments and achieve their financial targets
What you need
- Wealth management