Analyst, Treasures Wealth Manager, Palembang, Consumer Banking Group
DBS · Palembang
Sekilas tentang pekerjaan ini
DBS membuka posisi Analyst, Treasures Wealth Manager di Palembang Branch untuk memberikan solusi wealth management kepada nasabah high-net-worth. Posisi penuh waktu ini ditujukan bagi kandidat berpengalaman di wealth management atau private banking.
Tugas utama
- Memberikan solusi wealth management personal kepada nasabah high-net-worth.
- Menganalisis tujuan keuangan, profil risiko, dan preferensi investasi nasabah.
- Memantau portofolio dan menyesuaikannya dengan tujuan keuangan nasabah.
- Berkolaborasi dengan tim lintas fungsi untuk memberikan pengalaman nasabah yang baik.
- Mengembangkan basis nasabah melalui networking dan membangun relasi.
Kualifikasi utama
- Gelar sarjana Finance, Economics, atau bidang terkait.
- Pengalaman di wealth management atau private banking.
- Keterampilan analitis dan pemecahan masalah yang kuat.
- Kemampuan komunikasi dan interpersonal yang baik untuk membangun kepercayaan nasabah.
- Memahami produk investasi, pasar keuangan, dan persyaratan regulasi.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs DBS.
Deskripsi pekerjaan
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.
Responsibilities
- Provide personalized wealth management solutions to high-net-worth clients, including investment advisory, portfolio management, and financial planning
- Analyze client financial goals, risk profiles, and investment preferences to develop customized investment strategies
- Monitor and review client portfolios, making adjustments as needed to align with their evolving financial objectives
- Collaborate with cross-functional teams to deliver a seamless and exceptional client experience
- Maintain a deep understanding of financial markets, economic trends, and regulatory changes to provide informed recommendations
- Proactively identify growth opportunities and expand the client base through effective networking and relationship-building
Requirements
- Bachelor's degree in Finance, Economics, or a related field
- Have experience in wealth management or private banking
- Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed recommendations
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
- Thorough understanding of investment products, financial markets, and regulatory requirements
- Ability to work independently and as part of a team to deliver exceptional client service
Apply Now
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
Location
Palembang Branch
Job
Product Sales
Schedule
Regular
Employee Status
Full time