Wealth Advisor – High-Net-Worth Portfolio & Planning

DBS Bank Ltd; Pulau Untung Jawa; On-site; IDR 40,000,000 - 65,000,000; Full time

Job summary

DBS Bank Ltd in Jakarta's Juanda Branch seeks an experienced Wealth Management Advisor to serve high-net-worth clients with tailored investment guidance and financial planning. You will identify client needs, propose appropriate products, and build lasting relationships through proactive communication.

You will collaborate with cross-functional teams to ensure seamless delivery of solutions and contribute to Treasures Wealth growth by spotting new opportunities.

Qualifications

• Experience in wealth management or related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• 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.

Responsibilities

• Provide 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

Skills

Wealth management

Analytical skills

Communication

Interpersonal skills

Client relationships

Portfolio management

Job description

DBS Bank Ltd in Jakarta's Juanda Branch seeks an experienced Wealth Management Advisor to serve high-net-worth clients with tailored investment guidance and financial planning. You will identify client needs, propose appropriate products, and build lasting relationships through proactive communication.

You will collaborate with cross-functional teams to ensure seamless delivery of solutions and contribute to Treasures Wealth growth by spotting new opportunities.