AVP, TPC Investment Counsellor, Consumer Banking Group
DBS · Jakarta Selatan
Sekilas tentang pekerjaan ini
DBS mencari AVP, TPC Investment Counsellor untuk Consumer Banking Group, yang memberikan layanan advisory investasi kepada klien high-net-worth. Posisi full-time ini berlokasi di Capital Place Branch, Jakarta Selatan, dan mensyaratkan pengalaman minimal 5 tahun di investment advisory atau wealth management.
Tugas utama
- Memberikan saran investasi, analisis portofolio, alokasi aset, dan rekomendasi investasi
- Membangun hubungan serta memahami tujuan keuangan dan profil risiko klien
- Berkolaborasi dengan tim Consumer Banking Group untuk pengalaman klien yang personal
- Memantau tren pasar, kondisi ekonomi, dan perubahan regulasi
- Mengidentifikasi peluang dan menerapkan strategi untuk mengembangkan bisnis advisory investasi
Kualifikasi utama
- Minimal 5 tahun pengalaman investment advisory atau wealth management
- Keterampilan analitis dan pemecahan masalah yang kuat
- Kemampuan komunikasi dan interpersonal yang baik
- Memahami pasar keuangan, produk investasi, dan prinsip pengelolaan portofolio
- Sertifikasi profesional seperti CFA atau CFP lebih disukai
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 comprehensive investment advisory services to high-net-worth clients, including portfolio analysis, asset allocation, and investment recommendations
- Develop and maintain strong relationships with clients, understanding their financial goals, risk profiles, and investment preferences
- Collaborate with the broader Consumer Banking Group team to deliver a seamless and personalized client experience
- Stay up-to-date with market trends, economic conditions, and regulatory changes to provide informed and timely advice to clients
- Contribute to the growth and development of the investment advisory business by identifying new opportunities and implementing effective strategies
Requirements
- Minimum 5 years of experience in investment advisory or wealth management, preferably in a client-facing role
- Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed investment recommendations
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Thorough understanding of financial markets, investment products, and portfolio management principles
- Relevant professional certifications, such as CFA or CFP, are preferred
- Ability to work collaboratively within a team and contribute to the overall success of the Consumer Banking Group
Apply Now
We offer a competitive salary and benefits package and the professionaladvantages of a dynamic environment that supports your development and recognises your achievements.
-en
Location
Capital Place Branch
Job
Product Sales
Schedule
Regular
Employee Status
Full time