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Senior Associate, Treasures Relationship Manager, Consumer Banking Group at DBS Bank — Mumbai

Experience3+ yrs
SalaryNot disclosed
Work modeunknown
Levelmid
Posted24 Sept 2026

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About DBS Bank

DBS Bank is hiring in Mumbai in financial services. This role looks for around 3+ years of experience.

The role

A mid-level Senior Associate/relationship manager role in banking and financial services at DBS Bank in consumer banking. You provide personalized financial advisory to high-net-worth clients, including investment planning, wealth management, and estate planning, while recommending products and ensuring compliance. You need strong interpersonal and communication skills, analytical and problem-solving skills, a track record of sales targets, proficiency with financial planning and wealth management software, and a relevant certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). The role is based in Mumbai, India (work mode not stated).

Full job description

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, 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 advisory services to high-net-worth clients, including investment planning, wealth management, and estate planningProactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goalsMaintain a strong understanding of the bank's products and services, as well as the market landscape, to provide clients with the most suitable recommendationsCollaborate with cross-functional teams, such as investment specialists and product managers, to deliver comprehensive financial solutions to clientsEnsure compliance with all relevant regulations and internal policies to maintain the highest standards of client service and risk managementActively participate in client events and networking activities to build and maintain strong relationships with clients

Requirements

Minimum 3 years of work experience in a similar role, preferably in the wealth management or private banking industryStrong interpersonal and communication skills, with the ability to build trust and rapport with clientsExcellent problem-solving and analytical skills, with the ability to understand and address complex financial needsDemonstrated track record of achieving sales targets and providing exceptional client serviceProficient in the use of financial planning and wealth management softwarePossess a relevant professional certification, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)

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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:

Mumbai

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time