Analyst, Treasures Wealth Manager, Palembang, Consumer Banking Group
DBS Bank · Palembang
Full-timeonsiteOtherFinance
รายละเอียดงาน / Description
Based in Indonesia, this role involves providing tailored wealth management solutions to high-net-worth clients. The successful candidate will analyze financial goals, develop customized investment strategies, and continuously monitor portfolios. This position requires a deep understanding of financial markets and proactive client relationship building.
หน้าที่ความรับผิดชอบ / Responsibilities
- Provide personalized wealth management solutions to high-net-worth clients
- Analyze client financial goals and develop customized investment strategies
- Monitor and adjust client portfolios based on evolving objectives
- Collaborate with teams to ensure an exceptional client experience
- Maintain knowledge of financial markets and regulatory changes
- Identify growth opportunities and expand the client base
คุณสมบัติ / Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Experience in wealth management or private banking
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Thorough understanding of investment products and financial markets
- Ability to work independently and collaboratively
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Investment Advisory
- Portfolio Management
- Financial Planning
- Financial Analysis
- Client Relationship Management
- Financial Markets
- Regulatory Compliance
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic work environment
- Support for professional development
- Recognition for achievements