Analyst, Treasures Banking Relationship Manager, Pekanbaru, Consumer Banking Group
DBS · Pekanbaru
Sekilas tentang pekerjaan ini
DBS membuka posisi Analyst, Treasures Banking Relationship Manager di Pekanbaru Branch untuk menangani nasabah high-net-worth dan mendukung pertumbuhan segmen Treasures. Posisi penuh waktu ini cocok bagi kandidat berpengalaman dalam peran yang berinteraksi langsung dengan klien di bidang perbankan atau jasa keuangan.
Tugas utama
- Membangun hubungan dengan nasabah high-net-worth dan memberikan solusi finansial sesuai kebutuhan
- Mengidentifikasi peluang cross-selling untuk memperluas portofolio produk dan layanan nasabah
- Memantau rekening nasabah serta menanggapi kebutuhan dan pertanyaan mereka
- Berkolaborasi dengan tim bank untuk memastikan layanan dan pengalaman nasabah yang baik
- Mencapai target penjualan dan indikator kinerja utama di segmen Treasures
Kualifikasi utama
- Berpengalaman dalam peran yang berinteraksi langsung dengan klien di perbankan atau jasa keuangan
- Memiliki kemampuan interpersonal dan komunikasi yang kuat
- Memiliki kemampuan pemecahan masalah dan analitis yang baik
- Memiliki rekam jejak mencapai atau melampaui target penjualan dan indikator kinerja utama
- Mahir menggunakan aplikasi perangkat lunak perbankan dan keuangan yang relevan
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 delivery of services and a superior client experience
- Actively monitor client accounts, anticipate their needs, and promptly address any concerns or queries
- Contribute to the growth and profitability of the Treasures segment by meeting or exceeding sales targets and key performance indicators
- Stay updated on market trends, regulatory changes, and industry best practices to provide informed advice to clients
Requirements
- Have experience in a client-facing role within 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 complex financial products and services
- Demonstrated track record of meeting or exceeding sales targets and key performance indicators
- Proficient in the use of relevant banking and financial software applications
- Ability to work collaboratively with cross-functional teams and adapt to a dynamic work environment
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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
Pekanbaru Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time