ASSOCIATE - SNR ASSOCIATE, Treasures Relationshp Manager, Semarang, Consumer Banking Group
DBS · Semarang 2 Branch
Sekilas tentang pekerjaan ini
DBS mencari Treasures Relationship Manager untuk memberikan solusi pengelolaan kekayaan dan menjaga hubungan dengan nasabah high-net-worth. Posisi penuh waktu ini berlokasi di Semarang 2 Branch.
Tugas utama
- Memberikan solusi pengelolaan kekayaan untuk nasabah high-net-worth segmen Treasures
- Mengidentifikasi kebutuhan nasabah dan merekomendasikan produk investasi, perbankan, serta asuransi
- Menjaga hubungan dengan nasabah melalui komunikasi rutin dan layanan prima
- Berkolaborasi dengan tim lintas fungsi untuk memberikan pengalaman nasabah yang lancar
- Mencapai target penjualan individu dan tim serta mematuhi kebijakan kepatuhan dan risiko
Kualifikasi utama
- Berpengalaman dalam wealth management, private banking, atau peran serupa yang berhadapan dengan klien
- Memiliki keterampilan interpersonal dan komunikasi yang kuat
- Mampu menganalisis kebutuhan finansial nasabah dan memberikan solusi yang sesuai
- Menguasai perencanaan keuangan, investasi, dan manajemen portofolio
- Memiliki kemampuan pemecahan masalah dan pengambilan keputusan yang baik
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
- Provide personalized wealth management solutions to high-net-worth clients within the Treasures segment
- Proactively identify client needs and recommend appropriate investment, banking, and insurance products to meet their financial goals
- Maintain strong relationships with clients through regular communication and exceptional service
- Collaborate with cross-functional teams to deliver a seamless client experience
- Achieve individual and team sales targets while adhering to the bank's compliance and risk management policies
Requirements
- Experienced in wealth management, private banking, or a similar client-facing role
- Strong interpersonal and communication skills to effectively engage with high-net-worth clients
- Ability to analyze client financial needs and provide tailored solutions
- Proficient in financial planning, investment, and portfolio management
- Excellent problem-solving and decision-making skills
- Commitment to delivering exceptional client service
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.
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Location
Semarang 2 Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time