AVP, Treasures Private Client RM, Medan Imam Bonjol, Consumer Banking Group
DBS Bank · Medan
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing a portfolio of high-net-worth clients, offering personalized wealth management solutions and financial advisory services. The successful candidate will build strong client relationships, understand their financial goals, and recommend suitable investment strategies. This position requires collaboration with various teams to deliver comprehensive wealth management solutions and proactive monitoring of client portfolios.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage a portfolio of high-net-worth clients, providing wealth management and financial advisory
- Develop strong client relationships, understanding goals and risk profiles for investment recommendations
- Collaborate with specialists to deliver comprehensive wealth management solutions
- Proactively monitor client portfolios and make timely adjustments
- Contribute to team growth by sharing best practices and mentoring junior colleagues
คุณสมบัติ / Qualifications
- Bachelor's degree in finance, economics, or business administration
- Experience in wealth management, private banking, or client-facing roles
- Strong analytical and problem-solving skills for financial data interpretation
- Excellent communication and interpersonal skills to build client trust
- Proven track record of achieving sales and revenue targets with high client satisfaction
- Proficient in financial analysis tools and portfolio management software
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Financial Advisory
- Client Relationship Management
- Investment Strategies
- Portfolio Monitoring
- Financial Analysis
- Problem-solving
- Communication
- Interpersonal Skills
- Sales Targets
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic environment supporting professional development
- Recognition for achievements