Wealth Advisory Associate for High-Net-Worth Clients

DBS; Jakarta Pusat; On-site; IDR 360,000,000 - 720,000,000; Full time

Job summary

DBS Tomang Branch is seeking a Treasures Wealth Associate for a direct contract in Consumer Banking. You will provide personalized wealth management solutions to high-net-worth clients, advise on investments, and tailor portfolios to goals in a fast-paced retail banking environment.

You will identify client needs, build lasting relationships through proactive communication, collaborate with cross-functional teams, ensure regulatory compliance, and uphold the bank's high service standards while

Qualifications

• Experience in wealth management or related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills with clients.
• Proficient in use of financial analysis tools and software.

Responsibilities

• Provide personalized wealth management solutions to high-net-worth clients, including investment advisory and portfolio management.
• Proactively identify client needs and recommend appropriate products and services.
• Maintain strong client relationships through regular communication and exceptional service.
• Collaborate with cross-functional teams to ensure seamless service delivery to clients.
• Comply with relevant regulations and internal policies to ensure integrity.

Skills

Wealth management

Financial analysis

Communication skills

Client relationship

Tools

Financial analysis tools

Job description

DBS Tomang Branch is seeking a Treasures Wealth Associate for a direct contract in Consumer Banking. You will provide personalized wealth management solutions to high-net-worth clients, advise on investments, and tailor portfolios to goals in a fast-paced retail banking environment.

You will identify client needs, build lasting relationships through proactive communication, collaborate with cross-functional teams, ensure regulatory compliance, and uphold the bank's high service standards while