Analyst, Treasures Banking Relationship Manager, Kelapa Gading, Consumer Banking Group
DBS · Jakarta Utara
Sekilas tentang pekerjaan ini
DBS membuka posisi Analyst, Treasures Banking Relationship Manager untuk mengelola hubungan dan solusi keuangan bagi nasabah high-net-worth. Posisi full-time ini berlokasi di cabang Kelapa Gading, Jakarta Utara, dan ditujukan bagi kandidat berpengalaman di relationship management sektor jasa keuangan atau pengelolaan kekayaan.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah high-net-worth di Kelapa Gading.
- Memberikan konsultasi keuangan dan solusi pengelolaan kekayaan sesuai tujuan serta profil risiko nasabah.
- Mendapatkan nasabah baru melalui prospek aktif dan referensi.
- Berkolaborasi dengan spesialis produk untuk menawarkan solusi investasi, asuransi, dan treasury.
- Memastikan kepatuhan terhadap regulasi, standar, dan kebijakan internal bank.
Kualifikasi utama
- Sarjana Bisnis, Keuangan, Ekonomi, atau bidang terkait.
- Pengalaman relationship management di sektor jasa keuangan atau pengelolaan kekayaan.
- Memahami produk pengelolaan kekayaan, termasuk reksa dana, bancassurance, dan structured products.
- Sertifikasi keuangan terkait menjadi nilai tambah.
- Memiliki keterampilan interpersonal dan membangun hubungan yang baik.
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
- Manage and grow a portfolio of high-net-worth clients in the Kelapa Gading area.
- Provide personalized financial advisory and wealth management solutions based on clients' financial goals and risk profiles.
- Acquire new-to-bank clients through active prospecting and referrals.
- Collaborate with product specialists to deliver comprehensive investment, insurance, and treasury solutions.
- Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies.
- Deliver excellent client service to maintain high satisfaction and retention rates.
Requirements
- Bachelor's degree in Business, Finance, Economics, or a related field.
- Proven experience in relationship management within the financial services or wealth management sector.
- Strong understanding of wealth management products, including mutual funds, bancassurance, and structured products.
- Relevant financial certifications are highly advantageous.
- Excellent interpersonal and relationship-building skills.
- Strong analytical and problem-solving capabilities with a results-oriented mindset.
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
Kelapa Gading Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time