Direct Contract, Treasures Wealth Manager, Consumer Banking Group (Pontianak)
Core
Provide personalized wealth management solutions to high-net-worth clients, including investment advisory, portfolio management, and financial planning.
Role type
Wealth Manager (High-Net-Worth Clients)
Builds
Investment portfolios and financial plans for high-net-worth individuals
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, portfolio management, financial planning, client relationship management, financial market analysis, product recommendation
Responsibilities
Provide personalized wealth management solutions to high-net-worth clients; Proactively identify client needs and recommend appropriate products and services; Maintain strong relationships with clients through regular communication; Collaborate with cross-functional teams to ensure seamless delivery of services; Contribute to the growth and development of the Treasures Wealth Management business by identifying new opportunities and implementing effective strategies