AVP, Treasures Private Client RM

Experience: Not Available to Not Available years

Location: Medan Imam Bonjol, Indonesia

Skills: wealth management, financial advisory services, financial analysis tools, portfolio management software, analytical skills, problem-solving skills, interpersonal skills

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 agile environment that supports your development and recognises your achievements.

Location: Medan Imam Bonjol Branch
Job: Relationship Management
Schedule: Regular
Employee Status: Full time

📌 AVP, Treasures Private Client RM (Mumbai)
🏢 DBS Bank
📍 Mumbai