AVP, TPC Investment Counsellor, Consumer Banking Group

DBS Bank; Jakarta Pusat; On-site; IDR 300,000,000 - 600,000,000; Full time

Job summary

DBS Bank Indonesia is seeking an experienced Investment Advisory professional at Capital Place Branch in Jakarta. The role focuses on high-net-worth clients, providing portfolio analysis, asset allocation, and tailored investment recommendations to help clients achieve their financial goals.

You will build long-term relationships, stay updated on market trends, and collaborate with the Consumer Banking Group to deliver a seamless advisory experience. CFA/ CFP certifications are preferred.

Qualifications

• Minimum 5 years of experience in investment advisory or wealth management, preferably in a client-facing role.
• Strong analytical and problem-solving skills with the ability to interpret financial data and provide informed investment recommendations.
• Excellent communication and interpersonal skills to build trust with clients.
• Thorough understanding of financial markets, investment products, and portfolio management principles.
• Relevant professional certifications such as CFA or CFP are preferred.
• Ability to work collaboratively within a team and contribute to the Consumer Banking Group.

Responsibilities

• Provide comprehensive investment advisory services to high-net-worth clients, including portfolio analysis, asset allocation, and investment recommendations.
• Develop and maintain strong relationships with clients, understanding their financial goals, risk profiles, and investment preferences.
• Collaborate with the broader Consumer Banking Group team to deliver a seamless and personalized client experience.
• Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed and timely advice to clients.
• Contribute to the growth and development of the investment advisory business by identifying new opportunities and implementing effective strategies.

Skills

Investment advisory

Client relationship management

Analytical skills

Communication skills

Portfolio analysis

Regulatory understanding

Financial modeling

Excel

Education

CFA/ CFP preferred

Tools

Excel

Financial modeling

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 comprehensive investment advisory services to high-net-worth clients, including portfolio analysis, asset allocation, and investment recommendations
• Develop and maintain strong relationships with clients, understanding their financial goals, risk profiles, and investment preferences
• Collaborate with the broader Consumer Banking Group team to deliver a seamless and personalized client experience
• Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed and timely advice to clients
• Contribute to the growth and development of the investment advisory business by identifying new opportunities and implementing effective strategies

Requirements

• Minimum 5 years of experience in investment advisory or wealth management, preferably in a client-facing role
• Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed investment recommendations
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Thorough understanding of financial markets, investment products, and portfolio management principles
• Relevant professional certifications, such as CFA or CFP, are preferred
• Ability to work collaboratively within a team and contribute to the overall success of the Consumer Banking Group

Location:

Capital Place Branch

Job:

Product Sales

Schedule:

Regular

Employee Status:

Full time