Financial Relationship Manager, Luxury Client Segment

1 week ago


Mumbai, Maharashtra, India DBS Bank Full time

We are seeking a highly skilled Financial Relationship Manager to join our team in India.

About the Role

This is an exciting opportunity to work with high net worth individuals and families, providing personalized financial solutions to meet their unique needs.

The ideal candidate will have a minimum of 10 years of experience in HNI Sales / Wealth Management / Private Banking segment, with a sound understanding of financial planning and wealth management products in India.

You will be responsible for acquiring and deepening relationships with existing clients, as well as identifying new business opportunities through networking and market analysis.

Your goal will be to deliver exceptional customer service, exceeding client expectations and building trust through your expertise and professionalism.

Key Responsibilities
  • To manage and grow the portfolio of high net worth clients, providing tailored financial solutions and investment advice.
  • To identify and pursue new business opportunities, developing strategic relationships with key stakeholders and decision-makers.
  • To collaborate closely with internal teams, including Wealth / Investment / Insurance specialists, to ensure seamless delivery of services and products.
  • To stay up-to-date with market trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
What We Offer

In return for your hard work and dedication, we offer a competitive salary and benefits package, including:

  • A base salary of ₹15 lakhs per annum, negotiable based on experience.
  • A performance-based bonus structure, with targets aligned to individual and team objectives.
  • An attractive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Opportunities for professional development and career growth, within a dynamic and supportive environment.
Requirements
  • Minimum 10 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.
  • Graduate / Post Graduate with MBA in relevant field.
Culture & Behaviors

We are committed to fostering a culture that values integrity, innovation, and collaboration. Our employees embody the following core competencies:

  • Effective probing and listening skills.
  • Strong Relationship Management and influencing skills.
  • Self-driven and ambitious.
  • Good written and verbal communication skills.


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