Analyst, Treasures Sales Assistant, Nanjing Songjiang Branch, Treasures & Distribution, Consumer Banking Group
DBS Bank Ltd
Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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 realize 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 solutions to high-net-worth clients, including investment advisory, portfolio management, and financial planning
Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles
Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive wealth management services
Actively monitor client portfolios and make timely adjustments to ensure alignment with their investment objectives
Identify and capitalize on opportunities to grow the client base and assets under management
Ensure compliance with all relevant regulations and internal policies
Requirements
Years of experience in wealth management or a related field
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
Demonstrated track record of delivering exceptional client service and achieving sales targets
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:Nanjing Songjiang Branch
Job:Customer Service
Schedule:Regular
Employee Status:Full time
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