AVP, TPC Investment Counsellor, Consumer Banking Group
DBS Bank · Jakarta Selatan
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves providing comprehensive investment advisory services to high-net-worth clients. The successful candidate will manage client portfolios, offer asset allocation advice, and recommend suitable investments. This position requires staying informed on market trends and collaborating with the banking team to deliver exceptional client experiences.
หน้าที่ความรับผิดชอบ / Responsibilities
- Advise high-net-worth clients on investments, including portfolio analysis
- Cultivate strong client relationships, understanding their financial goals
- Collaborate with the Consumer Banking Group for integrated client service
- Monitor market trends, economic conditions, and regulatory changes
- Contribute to business growth by identifying new opportunities
คุณสมบัติ / Qualifications
- Minimum 5 years in investment advisory or wealth management
- Strong analytical and problem-solving abilities for financial data
- Excellent communication and interpersonal skills to build trust
- Deep understanding of financial markets and investment products
- Relevant professional certifications (e.g., CFA, CFP) are preferred
- Ability to work effectively within a team environment
ทักษะที่ต้องการ / Required skills
- Investment Advisory
- Wealth Management
- Portfolio Analysis
- Client Relationship Management
- Financial Market Knowledge
- Investment Products
- Communication
- Analytical Skills
- Problem Solving
ทักษะเพิ่มเติม / Nice to have
- CFA
- CFP
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic environment supporting professional development
- Recognition for achievements