Elite Wealth Manager for High-Net-Worth Clients

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

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.