Analyst, Treasures Banking Relationship Manager, Semarang, Consumer Banking Group
DBS · Semarang
Sekilas tentang pekerjaan ini
DBS mencari Analyst, Treasures Banking Relationship Manager untuk Consumer Banking Group di Semarang. Posisi penuh waktu ini mengelola nasabah high-net-worth dan memberikan solusi wealth management; lowongan mencantumkan pengalaman di wealth management, priority banking, atau relationship management.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah high-net-worth di Semarang.
- Memberikan konsultasi wealth management untuk produk investasi, asuransi, dan treasury.
- Mencapai target penjualan, pendapatan, dan pertumbuhan portofolio.
- Meninjau portofolio nasabah sesuai tujuan keuangan, toleransi risiko, dan kondisi pasar.
- Mematuhi ketentuan regulator, standar kepatuhan, dan kebijakan internal bank.
Kualifikasi utama
- Sarjana Bisnis, Keuangan, Ekonomi, atau bidang terkait.
- Berpengalaman sukses di wealth management, priority banking, atau relationship management.
- Memahami pasar keuangan, instrumen investasi, asuransi, dan produk treasury.
- Memiliki sertifikasi keuangan yang relevan, seperti WAPERD dan AAJI.
- Memiliki kemampuan interpersonal, negosiasi, dan membangun hubungan yang kuat.
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 (HNW) clients in the Semarang region, ensuring high levels of client satisfaction and retention.
- Provide comprehensive wealth management advisory services, offering tailored solutions across investment, insurance, and treasury products.
- Achieve individual sales, revenue, and portfolio growth targets in line with the Consumer Banking Group's objectives.
- Conduct regular portfolio reviews to align client investments with their financial goals, risk tolerance, and market outlook.
- Collaborate with product specialists and support teams to deliver seamless financial services and solutions.
- Ensure strict adherence to regulatory guidelines, compliance standards, and internal bank policies.
Requirements
- University degree in Business, Finance, Economics, or a related discipline.
- Proven track record of success in wealth management, priority banking, or relationship management.
- Deep understanding of financial markets, investment instruments, insurance, and treasury products.
- Possession of relevant financial certifications, such as WAPERD and AAJI.
- Strong interpersonal, negotiation, and relationship-building capabilities.
- Goal-oriented mindset with strong analytical, decision-making, and problem-solving skills.
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
Semarang Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time