Direct Contract, Treasures Wealth Associate, Consumer Banking Group (Juanda)
DBS · Jakarta Pusat
Sekilas tentang pekerjaan ini
DBS mencari Treasures Wealth Associate untuk memberikan solusi wealth management dan layanan kepada klien high-net-worth. Posisi kontrak penuh waktu ini berlokasi di Juanda Branch, Jakarta Pusat, dan membutuhkan pengalaman di wealth management atau bidang terkait.
Tugas utama
- Memberikan solusi wealth management personal kepada klien high-net-worth
- Mengidentifikasi kebutuhan klien dan merekomendasikan produk yang sesuai
- Menjaga hubungan klien melalui komunikasi rutin dan layanan pelanggan
- Berkolaborasi dengan tim lintas fungsi untuk memastikan layanan berjalan lancar
- Mengidentifikasi peluang bisnis untuk mengembangkan segmen Treasures Wealth
Kualifikasi utama
- Memiliki pengalaman di wealth management atau bidang terkait
- Kuat dalam analisis dan pemecahan masalah serta memahami data keuangan
- Mampu berkomunikasi dan membangun hubungan dengan klien high-net-worth
- Memahami produk investasi, pasar keuangan, dan persyaratan regulasi
- Mampu bekerja mandiri maupun dalam tim
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
- Proactively identify client needs and recommend appropriate products and services to meet their financial goals
- Maintain strong relationships with clients through regular communication and exceptional customer service
- Collaborate with cross-functional teams to ensure seamless delivery of services and solutions
- Contribute to the growth and development of the Treasures Wealth segment by identifying new business opportunities
Requirements
- Have experience in wealth management or a related field
- Strong analytical and problem-solving skills, with the ability to understand and interpret financial data
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships 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
- Commitment to providing exceptional customer service and delivering tailored solutions to meet client needs
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
Juanda Branch
Schedule
Contract (Fixed Term)
Employee Status
Full time