Direct Contract, Treasures Wealth Associate, Consumer Banking Group (Surabaya Pemuda)

DBS Bank


Tanggal: 2 jam yang lalu
Kota: Surabaya, East Java
Jenis kontrak: Penuh waktu

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

  • Provide personalized wealth management services to high-net-worth clients, including investment advisory, portfolio management, and financial planning
  • Develop and maintain strong relationships with clients to understand their financial goals and risk profiles
  • Collaborate with internal teams to deliver comprehensive wealth solutions tailored to client needs
  • Proactively monitor client portfolios and provide timely updates on market trends and investment performance
  • Ensure compliance with all relevant regulations and internal policies

Requirements

  • Have experience in wealth management or private banking
  • Strong analytical and problem-solving skills, with the ability to interpret financial data and make informed recommendations
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
  • Thorough understanding of investment products, financial markets, and wealth management strategies
  • Ability to work independently and as part of a team
  • Relevant professional certifications (e.g., CFA, CFP) are preferred

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:

Surabaya Pemuda Branch

Job:

Schedule:

Contract (Fixed Term)

Employee Status:

Full time

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