Analyst, Treasures Relationship Manager, Consumer Banking Group (Capital Place)
DBS · Jakarta Selatan
Sekilas tentang pekerjaan ini
DBS membuka posisi Analyst, Treasures Relationship Manager, Consumer Banking Group untuk mengelola nasabah high-net-worth dan memberikan solusi keuangan yang sesuai. Posisi full-time ini berlokasi di Capital Place Branch, Jakarta Selatan, dan ditujukan bagi kandidat berpengalaman dalam peran yang berhadapan langsung dengan klien di perbankan atau jasa keuangan.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah high-net-worth.
- Mengidentifikasi kebutuhan nasabah dan merekomendasikan produk investasi, wealth management, serta perbankan.
- Menjaga hubungan dan memberikan layanan terbaik kepada nasabah.
- Berkolaborasi dengan tim lintas fungsi untuk menghadirkan solusi keuangan terpadu.
- Mendukung strategi penjualan dan mencapai target kinerja.
Kualifikasi utama
- Pengalaman dalam peran yang berhadapan langsung dengan klien di perbankan atau jasa keuangan.
- Keterampilan interpersonal dan komunikasi yang kuat.
- Kemampuan pemecahan masalah dan analisis, termasuk memahami data keuangan.
- Mahir menggunakan financial analysis tools dan sistem CRM.
- Rekam jejak mencapai target penjualan dan kinerja.
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, providing personalized financial solutions and advisory services
- Proactively identify client needs and recommend appropriate investment, wealth management, and banking products
- Maintain strong relationships with clients, ensuring exceptional customer service and satisfaction
- Collaborate with cross-functional teams to deliver integrated financial solutions
- Contribute to the development and implementation of sales strategies and initiatives
- Achieve and exceed individual and team performance targets
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 trust and rapport with clients
- Excellent problem-solving and analytical skills, with the ability to understand and interpret financial data
- Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
- Demonstrated track record of achieving sales and performance targets
- Ability to work collaboratively in a team environment and across different functions
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
Capital Place Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time