Private Wealth Advisor for High-Net-Worth Clients

DBS Bank Ltd; Solo; Sur place; IDR 180 000 000 - 240 000 000; Plein temps

Résumé du poste

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.

Qualifications

• 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.

Responsabilités

• 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

Connaissances

Wealth management

Sales target achievement

Financial analysis

Client communication

Portfolio management software

Outils

Portfolio management software

Description du poste

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.