Wealth Advisor for High-Net-Worth Clients

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

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.