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 PLAP , 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 personalized financial advice and solutions to high-net-worth clients within the Treasures segment of the Consumer Banking Group for souricng of PLAP through Branch Network / Treasures segment and DSA verticals
- Understand clients financial goals, risk profiles, and investment preferences to recommend appropriate products and services
- Collaborate with other teams, such as Wealth Management and Investment Advisory, to deliver a comprehensive suite of financial solutions
- Maintain strong relationships with clients through regular communication and proactive portfolio reviews
- Stay up-to-date with market trends, regulatory changes, and product developments to provide informed guidance to clients
- Contribute to the growth and development of the Treasures segment by identifying new business opportunities and implementing effective client acquisition and retention strategies
Requirements
- Requires Expereince in client-facing role within the financial services industry, preferably in wealth management or private banking
- Strong analytical and problem-solving skills to understand client needs and provide tailored financial solutions along with strong DSA network
- Excellent communication and interpersonal skills to build trust and rapport with high-net-worth clients
- Ability to work collaboratively with cross-functional teams and stakeholders
- Demonstrated track record of achieving sales and client satisfaction targets
- Relevant professional certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), would be an advantage
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Location:
Pune-DBIL
Job:
Product Sales
Schedule:
Regular
Employee Status:
Full time
