Treasure Relationship Manager

DBS Bank

8 - 20 years

14 - 23 Lacs

hyderabad

Posted:3 weeks ago| Platform:

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Skills Required

wealth management mutual fund ultra hni financial planning relationship management private banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities :

Manage relationships with high net worth individuals (HNIs) and ultra HNI clients, providing personalized financial planning and investment advice.
Develop and implement customized wealth management solutions for clients, including portfolio management services, mutual fund products, and private banking offerings.
Identify new business opportunities through networking, referrals, and market research to expand the client base.
Collaborate with internal teams to ensure seamless delivery of services to clients.

Job Requirements :

8-20 years of experience in relationship management or wealth management in the banking industry.
Strong understanding of financial markets, instruments, and regulations.
Proven track record in managing complex client relationships and generating revenue growth through sales efforts.

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