AVP, Treasures Private Client RM, Medan Imam Bonjol, Consumer Banking Group
DBS · Medan
Sekilas tentang pekerjaan ini
DBS membuka posisi AVP, Treasures Private Client RM di Medan Imam Bonjol Branch, Consumer Banking Group. Posisi ini mengelola nasabah high-net-worth dan memberikan layanan wealth management; pengalaman di wealth management, private banking, atau peran serupa diperlukan.
Tugas utama
- Mengelola portofolio nasabah high-net-worth dan memberikan solusi wealth management
- Membangun hubungan serta memahami tujuan keuangan dan profil risiko nasabah
- Berkolaborasi dengan spesialis investasi dan pakar produk
- Memantau portofolio dan menyesuaikannya dengan kebutuhan nasabah serta kondisi pasar
- Berbagi praktik terbaik dan membimbing rekan junior
Kualifikasi utama
- Sarjana atau kualifikasi setara di bidang relevan
- Pengalaman di wealth management, private banking, atau peran serupa yang berhadapan dengan nasabah
- Keterampilan analitis dan pemecahan masalah yang kuat
- Komunikasi dan interpersonal yang baik untuk membangun kepercayaan nasabah high-net-worth
- Rekam jejak mencapai target penjualan dan pendapatan serta menjaga kepuasan nasabah
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
- Manage a portfolio of high-net-worth clients within the Consumer Banking Group, providing personalized wealth management solutions and financial advisory services
- Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles to recommend appropriate investment strategies
- Collaborate with cross-functional teams, including investment specialists and product experts, to deliver comprehensive wealth management solutions
- Proactively monitor client portfolios, making timely adjustments to ensure alignment with their evolving financial needs and market conditions
- Contribute to the growth and development of the team by sharing best practices, mentoring junior colleagues, and participating in team initiatives
Requirements
- Bachelor's degree or equivalent in a relevant field, such as finance, economics, or business administration
- Experience in wealth management, private banking, or a similar client-facing role
- Strong analytical and problem-solving skills, with the ability to interpret financial data and provide tailored recommendations
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
- Demonstrated track record of achieving sales and revenue targets, while maintaining a high level of client satisfaction
- Proficient in the use of financial analysis tools and portfolio management software
- Commitment to ongoing professional development and staying up-to-date with industry trends and regulations
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
Medan Imam Bonjol Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time