Back to search
DBS Bank Linkedin · Posted 2mo ago

ARM

Taipei, Taipei, Taiwan

Linkedin
Continue to application Add your email once, then Caio opens the original posting.

Indexed description

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:

World Trade Center Branch

Job:

Customer Service

Schedule:

Regular

Employee Status:

Full time

Free. 20 seconds. No password. See every match in this search.

Create a free Caio profile to unlock more results and save your role and location preferences.

Unlock free search
Want help applying to roles like this? Search Caio for free. If CV tailoring and application tracking get heavy, Full Caio Agent adds a human specialist.
View Full Agent