Senior Associate, Treasures Relationship Manager, Consumer Banking Group
Core
Manage relationships with High Net Worth Individuals (HNIs) to establish DBS as a primary banker and wealth management provider in India, focusing on prospect generation and deepening wallet share.
Role type
Senior Associate, Private Wealth Relationship Manager
Builds
Exclusive lifestyle, sports, and music engagement events for client acquisition and retention
Domain
Consumer Banking / Private Wealth Management in India
Deliverable
client delivery
Required skills
HNI sales, wealth management product knowledge, relationship management, regulatory compliance (AML/KYC), market analysis, event planning
Preferred skills
AMFI/IRDAI/FEDAI/BCSBI certifications, MBA in relevant field
Technologies
Banking and para-banking guidelines, financial planning platforms
Responsibilities
Exercise due diligence during client onboarding, organize elite engagement events, ensure internal and regulatory compliance, collaborate with City/Cluster Heads to meet team objectives, manage client acquisition and wallet share growth
Seniority
Senior, hands-on IC