Analyst, Treasures Wealth Manager, Palembang, Consumer Banking Group

China, Beijing Branch; Palembang; On-site; IDR 150,000,000 - 210,000,000; Full time

Benefits offered by this job

Competitive salary

Dynamic development environment

Job summary

DBS Bank in Palembang offers a wealth management opportunity focusing on high-net-worth client advisory, portfolio analysis, and strategic financial planning. The role emphasizes tailored investment strategies and proactive client service within a dynamic banking environment.

Ideal candidates will have a Finance or Economics degree, wealth management experience, and strong analytical and communication skills to build trust with clients and collaborate with internal teams.

Qualifications

• Bachelor's degree or higher in Finance, Economics, or a related field.
• Experience in wealth management or private banking is preferred.
• Strong analytical and problem-solving abilities with financial data interpretation.

Responsibilities

• Provide personalized wealth management solutions to high-net-worth clients, including investment advisory and financial planning.
• Analyze client goals, risk profiles, and investment preferences to develop customized strategies.
• Monitor and review client portfolios, adjusting as needed to meet evolving objectives.
• Collaborate with cross-functional teams to deliver a seamless client experience.
• Stay updated on financial markets, trends, and regulatory changes to provide informed recommendations.
• Grow the client base through effective networking and relationship-building.

Skills

Analytical skills

Strong communication

Interpersonal skills

Team-oriented

Independent worker

Education

Finance or Economics degree

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 wealth management solutions to high-net-worth clients, including investment advisory, portfolio management, and financial planning
• Analyze client financial goals, risk profiles, and investment preferences to develop customized investment strategies
• Monitor and review client portfolios, making adjustments as needed to align with their evolving financial objectives
• Collaborate with cross-functional teams to deliver a seamless and exceptional client experience
• Maintain a deep understanding of financial markets, economic trends, and regulatory changes to provide informed recommendations
• Proactively identify growth opportunities and expand the client base through effective networking and relationship-building

Requirements

• Bachelor's degree in Finance, Economics, or a related field
• Have experience in wealth management or private banking
• Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed recommendations
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
• Thorough understanding of investment products, financial markets, and regulatory requirements
• Ability to work independently and as part of a team to deliver exceptional client service

Benefits

• We offer a competitive salary and benefits package
• Professional advantages of a dynamic environment that supports your development and recognises your achievements

Location: Palembang Branch

Job: Product Sales

Schedule: Regular

Employee Status: Full time