Wealth Advisor for High-Net-Worth Clients (Contract)

China, Beijing Branch; Jakarta Barat; On-site; IDR 279,000,000 - 502,200,000; Full time

Job summary

DBS in Jakarta, at the Tomang Branch, invites applications for a Wealth Management role. You will provide personalized investment advisory, portfolio management, and financial planning for high-net-worth clients, helping them realise their dreams and ambitions.

You will identify client needs, propose suitable products, maintain strong relationships, and ensure compliance with regulations while delivering seamless services in collaboration with cross-functional teams.

Qualifications

• Experience in wealth management or related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficient in financial analysis tools and software.
• Commitment to continuous learning and professional development.

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 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 to clients
• Comply with all relevant regulations and internal policies to ensure the integrity of the bank's operations

Skills

Analytical skills

Problem solving

Communication skills

Finance software

Continuous learning

Job description

DBS in Jakarta, at the Tomang Branch, invites applications for a Wealth Management role. You will provide personalized investment advisory, portfolio management, and financial planning for high-net-worth clients, helping them realise their dreams and ambitions.

You will identify client needs, propose suitable products, maintain strong relationships, and ensure compliance with regulations while delivering seamless services in collaboration with cross-functional teams.