Direct Contract, Treasures Wealth Manager, Consumer Banking Group (Pontianak)

DBS Bank; Pontianak; On-site; IDR 180,000,000 - 240,000,000; Full time

Job summary

DBS Bank Pontianak Branch is seeking a Wealth Management Advisor to provide personalized investment advisory and financial planning for high-net-worth clients. You will identify client needs, present tailored solutions, and maintain ongoing relationships to ensure exceptional service.

The role requires strong knowledge of financial markets and wealth strategies, excellent communication, and the ability to work both independently and within a team to achieve business goals.

Qualifications

• Experience in wealth management or a related field.
• Strong understanding of financial markets and wealth management strategies.
• Excellent communication and interpersonal skills to build client trust.
• Analytical and problem-solving skills to tailor solutions.
• Ability to work independently and as part of a team to achieve objectives.

Responsibilities

• Provide personalized wealth management solutions to high-net-worth clients, including investment advisory and financial planning.
• Proactively identify client needs and recommend appropriate products to help achieve financial goals.
• Maintain strong relationships with clients through regular communication and exceptional service.
• Collaborate with cross-functional teams to ensure seamless delivery of services and consistent client experience.
• Contribute to growth of Treasures Wealth Management by identifying opportunities and implementing effective strategies.

Skills

Wealth management

Investment products

Client relationship

Communication skills

Analytical thinking

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.

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 help them achieve 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 and a consistent client experience
• Contribute to the growth and development of the Treasures Wealth Management business by identifying new opportunities and implementing effective strategies

Requirements

• Have experience in wealth management or a related field
• Strong understanding of financial markets, investment products, and wealth management strategies
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
• Analytical and problem-solving skills to assess client needs and provide tailored solutions
• Ability to work independently and as part of a team to achieve business objectives
• Commitment to providing exceptional customer service and maintaining the highest ethical standards

Location

Pontianak Branch

Schedule

Contract (Fixed Term)

Employee Status

Full time