Analyst, Treasures Banking Relationship Manager, Pluit, Consumer Banking Group
DBS · Jakarta Utara
Sekilas tentang pekerjaan ini
DBS mencari Analyst, Treasures Banking Relationship Manager untuk Consumer Banking Group di Pluit Branch, Jakarta Utara. Posisi full-time ini ditujukan bagi kandidat berpengalaman di bidang relationship management, wealth management, atau financial advisory untuk mengelola klien high-net-worth dan kebutuhan keuangan mereka.
Tugas utama
- Mengelola portofolio klien high-net-worth dan memberikan solusi wealth management.
- Mencapai target bisnis melalui akuisisi klien baru dan pengembangan hubungan.
- Meninjau portofolio secara berkala sesuai tujuan keuangan dan profil risiko klien.
- Berkolaborasi dengan spesialis produk untuk menawarkan solusi investasi, asuransi, dan perbankan.
- Mematuhi standar regulasi, kepatuhan, dan pengendalian internal.
Kualifikasi utama
- Sarjana Business, Finance, atau disiplin terkait.
- Pengalaman di relationship management, wealth management, atau financial advisory.
- Memahami pasar keuangan, produk investasi, dan solusi asuransi.
- Memiliki sertifikasi keuangan dan wealth management yang relevan.
- Terampil dalam komunikasi interpersonal, presentasi, analisis, dan pemecahan masalah.
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 by providing tailored financial planning and wealth management solutions.
- Achieve business targets through active acquisition of new clients and deepening relationships with existing clients.
- Conduct regular portfolio reviews to ensure alignment with clients' financial goals and risk profiles.
- Collaborate with product specialists to deliver comprehensive investment, insurance, and banking solutions.
- Adhere to all regulatory, compliance, and internal control standards to mitigate risk.
Requirements
- Bachelor’s degree in Business, Finance, or a related discipline.
- Prior experience in relationship management, wealth management, or financial advisory services.
- Strong understanding of financial markets, investment products, and insurance solutions.
- Possession of relevant financial and wealth management certifications.
- Excellent interpersonal, presentation, and relationship-building skills.
- Strong analytical and problem-solving capabilities.
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
Pluit Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time