Direct Contract, Treasures Wealth Associate, Consumer Banking Group (Tomang)

DBS

Jakarta Pusat

On-site

IDR 360,000,000 - 720,000,000

Full time

14 days+
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Job summary

DBS Tomang Branch is seeking a Treasures Wealth Associate for a direct contract in Consumer Banking. You will provide personalized wealth management solutions to high-net-worth clients, advise on investments, and tailor portfolios to goals in a fast-paced retail banking environment.

You will identify client needs, build lasting relationships through proactive communication, collaborate with cross-functional teams, ensure regulatory compliance, and uphold the bank's high service standards while

Qualifications

  • Experience in wealth management or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills with clients.
  • Proficient in use of financial analysis tools and software.

Responsibilities

  • Provide personalized wealth management solutions to high-net-worth clients, including investment advisory and portfolio management.
  • Proactively identify client needs and recommend appropriate products and services.
  • Maintain strong client relationships through regular communication and exceptional service.
  • Collaborate with cross-functional teams to ensure seamless service delivery to clients.
  • Comply with relevant regulations and internal policies to ensure integrity.

Skills

Wealth management
Financial analysis
Communication skills
Client relationship

Tools

Financial analysis tools

Job description

## Direct Contract, Treasures Wealth Associate, Consumer Banking Group (Tomang)Applylocations: Jakarta Barattime type: Full timeposted on: Posted Todayjob requisition id: WD86767**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* Proactively identify client needs and recommend appropriate products and services to meet their financial goals* Maintain strong relationships with clients through regular communication and exceptional customer service* Collaborate with cross-functional teams to ensure seamless delivery of services to clients* Comply with all relevant regulations and internal policies to ensure the integrity of the bank's operations**Requirements*** Have experience in wealth management or a related field* Strong analytical and problem-solving skills, with the ability to understand complex financial concepts* Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients* Proficient in the use of financial analysis tools and software* Commitment to continuous learning and professional developments**Apply Now**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:**Tomang Branch**Job:****Schedule:**Contract (Fixed Term)**Employee Status:**Full time
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