Analyst - Sr. Associate, Treasures Relationship Manager, Consumer Banking Group ( Jakarta Area)
DBS · BSD
Sekilas tentang pekerjaan ini
DBS mencari Analyst - Sr. Associate, Treasures Relationship Manager untuk membangun hubungan dengan klien high-net-worth dan memberikan solusi keuangan yang sesuai. Posisi penuh waktu di BSD ini ditujukan bagi kandidat berpengalaman dalam peran yang berhadapan dengan klien, terutama di perbankan atau layanan keuangan.
Tugas utama
- Membangun dan menjaga hubungan dengan klien high-net-worth serta memahami tujuan keuangannya.
- Mengidentifikasi peluang cross-selling untuk memperluas portofolio produk dan layanan klien.
- Berkolaborasi dengan tim bank untuk memastikan pengalaman klien dan penyelesaian pertanyaan tepat waktu.
- Berpartisipasi dalam acara klien dan kegiatan networking untuk memperkuat hubungan serta memperoleh klien baru.
- Memberikan rekomendasi berdasarkan pemahaman produk, layanan, dan tren pasar; mendukung pertumbuhan basis klien Treasures.
Kualifikasi utama
- Berpengalaman dalam peran yang berhadapan dengan klien, diutamakan di perbankan atau layanan keuangan.
- Memiliki keterampilan interpersonal dan komunikasi yang kuat.
- Memiliki keterampilan pemecahan masalah dan analitis yang baik.
- Mahir menggunakan software keuangan dan client relationship management yang relevan.
- Mampu bekerja mandiri maupun dalam tim dengan fokus pada layanan klien.
Ringkasan ini dibuat dengan AI dari deskripsi di bawah. Yang berlaku adalah deskripsi lengkapnya di situs DBS.
Deskripsi pekerjaan
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
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions
- Proactively identify and capitalize on cross-selling opportunities to expand the client's portfolio of products and services
- Collaborate with various teams within the bank to ensure seamless client experience and timely resolution of client queries
- Actively participate in client events and networking activities to strengthen client relationships and acquire new clients
- Maintain a thorough understanding of the bank's products, services, and market trends to provide informed recommendations to clients
- Contribute to the development and implementation of strategies to grow the Treasures client base and assets under management
Requirements
- Have experience in a client-facing role, preferably in the banking or financial services industry
- Strong interpersonal and communication skills, with the ability to build rapport and effectively engage with high-net-worth clients
- Excellent problem-solving and analytical skills, with the ability to understand and address client needs
- Proficient in the use of relevant financial and client relationship management software
- Ability to work independently and as part of a team, with a strong focus on delivering exceptional client service
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
BSD Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time