Direct Contract, Treasures Wealth Manager, Consumer Banking Group (Solo)
DBS · Solo
Sekilas tentang pekerjaan ini
DBS mencari Treasures Wealth Manager untuk melayani klien high-net-worth melalui solusi pengelolaan kekayaan, termasuk saran investasi dan perencanaan keuangan. Posisi kontrak penuh waktu ini berlokasi di Solo dan ditujukan bagi kandidat berpengalaman di bidang wealth management atau bidang terkait.
Tugas utama
- Memberikan solusi pengelolaan kekayaan bagi klien high-net-worth.
- Mengidentifikasi kebutuhan klien dan merekomendasikan produk serta layanan yang sesuai.
- Menjaga hubungan klien melalui komunikasi rutin dan layanan pelanggan yang baik.
- Berkolaborasi dengan tim lintas fungsi untuk memastikan layanan berjalan lancar.
- Mendukung pertumbuhan bisnis Treasures Wealth Management.
Kualifikasi utama
- Berpengalaman di bidang wealth management atau bidang terkait.
- Memiliki kemampuan analitis dan pemecahan masalah yang kuat.
- Mampu berkomunikasi dan membangun hubungan baik dengan klien.
- Memiliki rekam jejak mencapai target penjualan dan pendapatan.
- Mahir menggunakan alat analisis keuangan dan software manajemen portofolio.
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 solutions
- Contribute to the growth and development of the Treasures Wealth Management business
Requirements
- Have experience in wealth management or a related field
- Strong analytical and problem-solving skills, with the ability to understand complex financial concepts
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Demonstrated track record of achieving sales and revenue targets
- 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
Solo Branch
Schedule
Contract (Fixed Term)
Employee Status
Full time