Analyst, Treasures Banking Relationship Manager, Consumer Banking Group (Pantai Indah Kapuk)
DBS · Jakarta Utara
Sekilas tentang pekerjaan ini
DBS mencari Analyst, Treasures Banking Relationship Manager untuk Consumer Banking Group, melayani nasabah high-net-worth melalui konsultasi dan solusi keuangan. Posisi penuh waktu ini berlokasi di Pantai Indah Kapuk Branch, Jakarta Utara.
Tugas utama
- Memberikan konsultasi keuangan personal kepada nasabah high-net-worth.
- Mengidentifikasi kebutuhan nasabah dan merekomendasikan solusi keuangan yang sesuai.
- Menjaga hubungan dengan nasabah dan memberi pembaruan portofolio secara berkala.
- Berkolaborasi dengan spesialis investasi dan ahli produk.
- Berbagi praktik terbaik dan berpartisipasi dalam inisiatif tim Treasures RM.
Kualifikasi utama
- Pengalaman dalam peran serupa, diutamakan di perbankan atau jasa keuangan.
- Keterampilan analitis dan pemecahan masalah yang kuat.
- Kemampuan komunikasi dan interpersonal yang baik.
- Memahami produk keuangan, strategi investasi, dan solusi wealth management.
- Mampu bekerja mandiri maupun dalam tim dengan pendekatan proaktif dan berorientasi pada nasabah.
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
- Provide personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
- Proactively identify client needs and recommend appropriate financial solutions to help them achieve their financial goals
- Maintain strong relationships with clients by regularly communicating and providing updates on their portfolios
- Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
- Contribute to the growth and development of the Treasures RM team by sharing best practices and participating in team initiatives
Requirements
- Experience in a similar role, preferably in the banking or financial services industry
- Strong analytical and problem-solving skills, with the ability to understand and interpret financial data
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with high-net-worth clients
- Thorough understanding of financial products, investment strategies, and wealth management solutions
- Ability to work independently and as part of a team, with a proactive and customer-centric approach
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
Pantai Indah Kapuk Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time