Wealth Advisory Associate for High-Net-Worth Clients

DBS; Jakarta Pusat; Sur place; IDR 360 000 000 - 720 000 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Wealth management

Financial analysis

Communication skills

Client relationship

Outils

Financial analysis tools

Description du poste

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