Wealth Management Specialist
4 days ago
In this exciting role, you will play a crucial part in delivering exceptional client experience and driving revenue growth for DBS Treasures clients. As a Wealth Management Specialist, your primary objective will be to acquire and engage with high-net-worth individuals, offering tailored financial solutions to meet their unique needs and aspirations.
**Job Summary:**
As a Wealth Management Specialist, you will be responsible for building strong relationships with DBS Treasures clients, providing expert advice on investment opportunities, and ensuring seamless delivery of our comprehensive wealth management services. Your ability to identify and capitalize on business opportunities, coupled with your exceptional communication skills, will be instrumental in driving revenue growth and increasing customer loyalty.
**Key Responsibilities:**
* Acquire and nurture high-net-worth clients through personalized relationship-building and tailored financial solutions
* Develop and implement effective sales strategies to drive revenue growth and increase market share
* Collaborate with cross-functional teams to deliver comprehensive wealth management services, including investment, insurance, and lending products
* Stay up-to-date with industry trends, competitor activity, and regulatory requirements to ensure ongoing expertise and knowledge-sharing
**Requirements:**
6-12 years of experience in HNI Sales / Wealth Management / Private Banking segment
Sound understanding of financial planning and wealth management products in India
In-depth knowledge of local market and competition
AMFI / IRDAI / FEDAI certified candidates with BCSBI certification would be an added advantage
**Preferred Qualifications:**
Graduate / Postgraduate with MBA in relevant field
**Competitive Salary:** ₹10,00,000 - ₹20,00,000 per annum, depending on experience and qualifications
This is a fantastic opportunity to join a dynamic team and contribute to the success of DBS Treasures. If you are a motivated and results-driven individual with a passion for delivering exceptional client experiences, we encourage you to apply.
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