AVP, Treasures Investment Counsellor, Medan, Consumer Banking Group-(WD80405)

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

Provide personalized investment advice and financial planning solutions to a diverse client base

Analyze client's financial goals, risk tolerance, and investment horizon to develop customized investment strategies

Monitor and review client portfolios regularly, making recommendations for adjustments as needed

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