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

DBS Bank Ltd; Solo; Presencial; IDR 180.000.000 - 240.000.000; Jornada completa

Descripción de la vacante

DBS Bank Ltd in Solo is seeking a dedicated Wealth Management specialist to serve high-net-worth clients with tailored investment advice, portfolio construction, and financial planning.

You will identify client needs, propose suitable products, and maintain strong relationships through regular communication and exceptional service while collaborating with cross-functional teams to deliver integrated solutions.

Formación

• Experience in wealth management or 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.

Responsabilidades

• 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

Conocimientos

Wealth management

Sales target achievement

Financial analysis

Client communication

Portfolio management software

Herramientas

Portfolio management software

Descripción del empleo

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

Location

Solo Branch

Schedule

Contract (Fixed Term)

Employee Status

Full time