Analyst, Treasures Banking Relationship Manager, DBS Tower, Consumer Banking Group
DBS · Jakarta Selatan
Sekilas tentang pekerjaan ini
DBS membuka posisi Analyst, Treasures Banking Relationship Manager di Mega Kuningan Branch, Jakarta Selatan. Posisi penuh waktu ini mendukung pengelolaan nasabah high-net-worth dan ditujukan bagi kandidat berpengalaman di wealth management, consumer banking, atau jasa keuangan.
Tugas utama
- Mendukung Relationship Manager mengelola dan mengembangkan portofolio nasabah high-net-worth.
- Menyiapkan tinjauan portofolio, analisis keuangan, dan materi presentasi nasabah.
- Membantu pelaksanaan transaksi investasi dan produk wealth management.
- Meneliti pasar dan menganalisis data keuangan untuk menemukan peluang investasi.
- Memastikan kepatuhan terhadap regulasi, standar internal, dan pedoman risiko operasional.
Kualifikasi utama
- Gelar Sarjana bidang Finance, Business Administration, Economics, atau disiplin terkait.
- Pengalaman di bidang wealth management, consumer banking, atau jasa keuangan.
- Keterampilan analitis dan pemecahan masalah, serta perhatian tinggi terhadap detail.
- Keterampilan komunikasi dan interpersonal yang baik.
- Menguasai alat analisis keuangan dan perangkat lunak produktivitas kantor.
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
- Support Relationship Managers in managing and growing a portfolio of high-net-worth clients.
- Prepare comprehensive portfolio reviews, financial analyses, and client presentation materials.
- Assist in the seamless execution of investment transactions and wealth management products.
- Conduct market research and analyze financial data to identify investment opportunities.
- Ensure strict adherence to regulatory requirements, internal compliance standards, and operational risk guidelines.
- Liaise with internal product specialists and support teams to deliver holistic financial solutions.
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
- Proven experience within wealth management, consumer banking, or financial services.
- Strong analytical and problem-solving skills with high attention to detail.
- Excellent interpersonal and communication skills to build rapport with internal and external stakeholders.
- Proficiency in financial analysis tools and office productivity software.
- Ability to work collaboratively in a fast-paced, team-oriented environment.
- Relevant professional or regulatory certifications in financial advisory are highly advantageous.
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
Mega Kuningan Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time