AVP, Treasures Investment Counsellor, Medan, Consumer Banking Group
DBS · Medan Diponegoro Branch
Sekilas tentang pekerjaan ini
DBS membuka posisi AVP, Treasures Investment Counsellor untuk memberikan saran investasi dan solusi perencanaan keuangan bagi klien. Posisi penuh waktu ini berlokasi di Medan Diponegoro Branch; postingan tidak menyebutkan tingkat pengalaman khusus.
Tugas utama
- Memberikan saran investasi dan solusi perencanaan keuangan yang personal
- Menganalisis tujuan, toleransi risiko, dan horizon investasi klien
- Memantau portofolio serta merekomendasikan penyesuaian
- Mengikuti tren pasar, kondisi ekonomi, dan produk keuangan
- Membangun hubungan klien dan berkolaborasi dengan tim terkait
Kualifikasi utama
- Keterampilan analitis dan pemecahan masalah yang kuat
- Komunikasi dan interpersonal yang baik
- Rekam jejak membangun hubungan jangka panjang dengan klien
- Pemahaman mendalam tentang produk keuangan, strategi investasi, dan regulasi
- Komitmen terhadap pengembangan profesional berkelanjutan
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 investment advice and financial planning solutions to a diverse client base
- Analyze client's financial goals, risk tolerance, and investment horizon to develop customized investment strategies
- Monitor and review client portfolios regularly, making recommendations for adjustments as needed
- Stay up-to-date with market trends, economic conditions, and financial products to provide informed guidance
- Build and maintain strong relationships with clients, ensuring exceptional customer service and satisfaction
- Collaborate with cross-functional teams, such as wealth management and product specialists, to deliver comprehensive financial solutions
Requirements
- 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 explain complex financial concepts in a clear and concise manner
- Demonstrated track record of building and maintaining long-term client relationships
- Thorough understanding of financial products, investment strategies, and regulatory requirements
- Commitment to ongoing professional development and staying up-to-date with industry trends and best practices
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.
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Location
Medan Diponegoro Branch
Job
Product Sales
Schedule
Regular
Employee Status
Full time