AVP, Treasures Investment Counsellor, Medan, Consumer Banking Group
DBS Bank · Medan Diponegoro Branch
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves providing tailored investment advice and financial planning solutions to a diverse client base. The successful candidate will analyze client financial goals and risk tolerance to develop customized investment strategies. This position requires monitoring portfolios, staying current with market trends, and building strong client relationships while collaborating with internal teams to deliver comprehensive financial solutions.
หน้าที่ความรับผิดชอบ / Responsibilities
- Offer personalized investment advice and financial planning to clients
- Assess client financial goals and risk to create custom investment strategies
- Regularly review and adjust client portfolios as needed
- Keep informed on market trends, economic conditions, and financial products
- Cultivate strong client relationships and ensure high satisfaction
- Work with wealth management and product specialists for integrated solutions
คุณสมบัติ / Qualifications
- Strong analytical and problem-solving abilities for financial data interpretation
- Excellent communication and interpersonal skills to explain complex concepts
- Proven history of developing and maintaining long-term client relationships
- Comprehensive knowledge of financial products, strategies, and regulations
- Commitment to continuous professional development and industry awareness
ทักษะที่ต้องการ / Required skills
- Investment Advisory
- Financial Planning
- Portfolio Management
- Market Analysis
- Client Relationship Management
- Financial Products Knowledge
- Regulatory Compliance
- Analytical Skills
- Communication Skills
- Interpersonal Skills
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic environment supporting professional development
- Recognition for achievements