Direct Contract, Treasures Wealth Manager, Consumer Banking Group (Pontianak)
Core
Provide personalized wealth management solutions, including investment advisory, portfolio management, and financial planning, to high-net-worth clients.
Role type
Wealth Manager
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, financial market analysis, product recommendation, client relationship management, strategic business development
Responsibilities
Identify client needs and recommend appropriate financial products, maintain strong client relationships through regular communication, collaborate with cross-functional teams to ensure seamless service delivery, identify new business opportunities and implement effective strategies
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.