Analyst, Treasures Banking Relationship Manager, Pondok Indah, Consumer Banking Group
DBS · Jakarta Selatan
Sekilas tentang pekerjaan ini
DBS membuka posisi Analyst, Treasures Banking Relationship Manager untuk mengelola nasabah individu berpenghasilan tinggi dan memberikan solusi pengelolaan kekayaan. Posisi penuh waktu ini ditujukan bagi kandidat berpengalaman di bidang terkait dan berlokasi di cabang Pondok Indah, Jakarta Selatan.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah individu berpenghasilan tinggi di cabang Pondok Indah.
- Memberikan konsultasi keuangan dan solusi pengelolaan kekayaan sesuai kebutuhan serta profil risiko nasabah.
- Mencapai target penjualan dan pendapatan melalui akuisisi nasabah baru serta penjualan silang produk perbankan.
- Meninjau portofolio nasabah secara berkala dan memastikan kepatuhan terhadap ketentuan serta kebijakan bank.
- Berkolaborasi dengan spesialis produk dan tim pendukung untuk memberikan layanan berkualitas.
Kualifikasi utama
- Gelar sarjana di bidang Keuangan, Administrasi Bisnis, Ekonomi, atau disiplin terkait.
- Pengalaman dalam pengelolaan hubungan nasabah, konsultasi keuangan, atau penjualan di perbankan konsumer.
- Pemahaman kuat tentang produk pengelolaan kekayaan, instrumen investasi, dan pasar keuangan.
- Memiliki sertifikasi dan lisensi keuangan yang relevan, seperti lisensi penjualan investasi atau asuransi.
- Rekam jejak memenuhi target penjualan dan mengelola portofolio 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
- Manage and grow a portfolio of high-net-worth individual clients within the Pondok Indah branch.
- Provide comprehensive financial advisory and wealth management solutions tailored to client needs and risk profiles.
- Achieve sales and revenue targets through the acquisition of new clients and the cross-selling of banking products.
- Conduct regular portfolio reviews with clients to ensure alignment with their financial goals.
- Ensure full compliance with regulatory guidelines, internal policies, and ethical standards of the bank.
- Collaborate with internal product specialists and support teams to deliver high-quality customer service.
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
- Prior experience in relationship management, financial advisory, or sales within consumer banking.
- Strong understanding of wealth management products, investment instruments, and financial markets.
- Possession of relevant financial certifications and licenses (such as investment or insurance sales licenses).
- Proven track record of meeting sales targets and managing client portfolios.
- 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
Pondok Indah Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time