Treasures Wealth Advisor for High-Net-Worth Clients

China, Beijing Branch; Jakarta Pusat; Sur place; IDR 300 000 000 - 700 000 000; Plein temps

Résumé du poste

DBS Consumer Banking Group in Jakarta seeks an experienced Wealth Manager to deliver tailored advisory and portfolio management to high-net-worth clients. The role involves investment planning, risk assessment, and ongoing client engagement.

You will collaborate with cross-functional teams to ensure seamless service delivery and contribute to the growth of the Treasures Wealth segment. Contract (Fixed Term) status and full-time employment provide a dynamic, client-focused environment.

Qualifications

• Experience in wealth management or a related field.
• Strong analytical and problem-solving skills, with the ability to understand and interpret financial data.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with high-net-worth clients.
• Thorough understanding of investment products, financial markets, and regulatory requirements.
• Ability to work independently and as part of a team.
• Commitment to providing exceptional customer service and delivering tailored solutions to meet client needs.

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 meet 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 segment by identifying new business opportunities.

Connaissances

Wealth management

Client advisory

Financial analysis

Relationship building

Description du poste

DBS Consumer Banking Group in Jakarta seeks an experienced Wealth Manager to deliver tailored advisory and portfolio management to high-net-worth clients. The role involves investment planning, risk assessment, and ongoing client engagement.

You will collaborate with cross-functional teams to ensure seamless service delivery and contribute to the growth of the Treasures Wealth segment. Contract (Fixed Term) status and full-time employment provide a dynamic, client-focused environment.