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

China, Beijing Branch; Kota Semarang; On-site; IDR 167,400,000 - 446,400,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

DBS Bank in Solo Branch is seeking a Wealth Management Advisor to deliver personalized advisory, portfolio management and financial planning for high-net-worth clients. You will identify client needs, recommend suitable products and maintain strong relationships through proactive service.

Join a cross-functional team and contribute to growing the Treasures Wealth Management business with a commitment to ongoing professional development and regulatory knowledge.

Qualifications

• Experience in wealth management or related field.
• Strong analytical and problem-solving skills, with ability to understand complex financial concepts.
• Excellent communication and interpersonal skills, with ability to build trust and rapport with clients.
• Demonstrated track record of achieving sales and revenue targets.
• Proficient in use of financial analysis tools and portfolio management software.
• Commitment to ongoing professional development and regulatory changes.

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 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 solutions.
• Contribute to the growth and development of the Treasures Wealth Management business.

Skills

Wealth management

Analytical skills

Communication skills

Sales targets

Tools

Portfolio management software

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
• 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 solutions
• Contribute to the growth and development of the Treasures Wealth Management business

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
• Demonstrated track record of achieving sales and revenue targets
• Proficient in the use of financial analysis tools and portfolio management software
• Commitment to ongoing professional development and staying up-to-date with industry trends and regulations

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: Solo Branch

Schedule: Contract (Fixed Term)

Employee Status: Full time