Analyst, Treasures Banking Relationship Manager, DBS Tower, Consumer Banking Group
DBS Bank · Jakarta Selatan
Full-timeonsitejuniorFinanceFinance
รายละเอียดงาน / Description
Based in Indonesia, this role involves partnering with relationship managers to manage and expand a designated portfolio of affluent clientele at DBS Bank. You will evaluate financial data, create in-depth portfolio reviews, and assist with executing investment transactions and wealth solutions. Furthermore, the position requires tracking market trends and collaborating across specialized teams while maintaining strict compliance with banking regulations.
หน้าที่ความรับผิดชอบ / Responsibilities
- Assist relationship managers in overseeing and developing high-net-worth customer portfolios.
- Formulate detailed client portfolio assessments, financial evaluations, and pitch decks.
- Facilitate the prompt execution of wealth and investment product orders.
- Monitor market movements and review data to spot viable financial opportunities.
- Maintain full alignment with relevant financial compliance policies and operational controls.
- Coordinate with product experts and operational units to deliver integrated financial services.
คุณสมบัติ / Qualifications
- Bachelor's degree in economics, finance, business administration, or related subjects.
- Demonstrated background in consumer banking, wealth management, or financial services.
- Solid analytical capabilities accompanied by keen attention to detail.
- Strong communication and relationship-building abilities across various teams.
- Skilled in using office productivity applications and financial analytical software.
- Relevant financial advisory licenses or certifications are considered a plus.
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Portfolio Review
- Financial Analysis
- Client Relationship Management
- Market Research
- Compliance
ทักษะเพิ่มเติม / Nice to have
- Financial Advisory Certification
สวัสดิการ / Benefits
- Competitive compensation and benefits package
- Professional growth and career development opportunities
- Dynamic work environment recognizing achievements