AVP, TPC Investment Counsellor, Consumer Banking Group

China, Beijing Branch; Jakarta Selatan; Vor Ort; IDR 300.000.000 - 600.000.000; Vollzeit

Zusammenfassung

DBS Bank, anchored in Asia, is seeking an experienced Investment Advisor in our Capital Place Branch. You will deliver comprehensive investment advisory services to high-net-worth clients, including portfolio analysis and asset allocation, while building trusted client relationships and understanding their goals and risk profiles.

You will collaborate with the Consumer Banking Group to provide a seamless, personalized client experience and stay informed about market trends and regulatory changes

Qualifikationen

• 5+ years of experience in investment advisory or wealth management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Understanding of financial markets and portfolio management principles

Aufgaben

• 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

Kenntnisse

Analytical skills

Communication skills

Interpersonal skills

Portfolio analysis knowledge

Ausbildung

CFA or CFP certification

Jobbeschreibung

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

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

Capital Place Branch

Job

Product Sales

Schedule

Regular

Employee Status

Full time