AVP, Treasures Private Client RM, Medan Imam Bonjol, Consumer Banking Group

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Responsibilities

• Manage a portfolio of high-net-worth clients within the Consumer Banking Group, providing personalized wealth management solutions and financial advisory services
• Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles to recommend appropriate investment strategies
• Collaborate with cross-functional teams, including investment specialists and product experts, to deliver comprehensive wealth management solutions
• Proactively monitor client portfolios, making timely adjustments to ensure alignment with their evolving financial needs and market conditions
• Contribute to the growth and development of the team by sharing best practices, mentoring junior colleagues, and participating in team initiatives
  
  

Requirements

• Bachelor's degree or equivalent in a relevant field, such as finance, economics, or business administration
• Experience in wealth management, private banking, or a similar client-facing role
• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide tailored recommendations
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
• Demonstrated track record of achieving sales and revenue targets, while maintaining a high level of client satisfaction
• Proficient in the use of financial analysis tools and portfolio management software
• Commitment to ongoing professional development and staying up-to-date with industry trends and regulations
  
  

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Location:

Medan Imam Bonjol Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time