Direct Contract, Treasures Wealth Manager, Consumer Banking Group (Pontianak)
DBS · Pontianak
Sekilas tentang pekerjaan ini
DBS membuka posisi Treasures Wealth Manager untuk melayani klien high-net-worth melalui solusi dan layanan wealth management. Posisi kontrak waktu tertentu ini berlokasi di Pontianak Branch dan ditujukan bagi kandidat berpengalaman di bidang wealth management atau bidang terkait.
Tugas utama
- Memberikan solusi wealth management personal kepada klien high-net-worth
- Mengidentifikasi kebutuhan klien dan merekomendasikan produk serta layanan yang sesuai
- Menjaga hubungan klien melalui komunikasi rutin dan layanan pelanggan
- Berkolaborasi dengan tim lintas fungsi untuk memastikan layanan yang konsisten
- Mencari peluang dan menerapkan strategi untuk mengembangkan bisnis Treasures Wealth Management
Kualifikasi utama
- Berpengalaman di bidang wealth management atau bidang terkait
- Memahami pasar keuangan, produk investasi, dan strategi wealth management
- Memiliki kemampuan komunikasi dan interpersonal yang baik
- Memiliki kemampuan analitis dan pemecahan masalah
- 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 help them achieve 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 a consistent client experience
- Contribute to the growth and development of the Treasures Wealth Management business by identifying new opportunities and implementing effective strategies
Requirements
- Have experience in wealth management or a related field
- Strong understanding of financial markets, investment products, and wealth management strategies
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Analytical and problem-solving skills to assess client needs and provide tailored solutions
- Ability to work independently and as part of a team to achieve business objectives
- Commitment to providing exceptional customer service and maintaining the highest ethical standards
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
Pontianak Branch
Schedule
Contract (Fixed Term)
Employee Status
Full time