Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
DBS · Samarinda Branch
Sekilas tentang pekerjaan ini
DBS mencari Associate, Treasures Banking Relationship Manager untuk memberikan solusi pengelolaan kekayaan kepada individu dan keluarga beraset tinggi. Posisi penuh waktu ini berlokasi di Samarinda Branch.
Tugas utama
- Memberikan konsultasi pengelolaan kekayaan kepada individu dan keluarga beraset tinggi.
- Mengidentifikasi kebutuhan finansial dan menyusun solusi khusus bagi klien.
- Mencari klien baru dan mengembangkan basis nasabah segmen Treasures.
- Merekomendasikan produk bank serta berkolaborasi dengan spesialis investasi dan produk.
- Memastikan kepatuhan terhadap regulasi dan kebijakan internal serta menjaga kepuasan klien.
Kualifikasi utama
- Gelar sarjana atau setara di bidang keuangan, ekonomi, atau bidang terkait.
- Terbukti berhasil mendapatkan klien baru dan mengembangkan portofolio.
- Memahami produk investasi, perencanaan keuangan, dan strategi pengelolaan kekayaan.
- Mampu membangun hubungan jangka panjang serta memiliki keterampilan komunikasi dan interpersonal yang kuat.
- Mahir menggunakan alat analisis keuangan dan sistem CRM.
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 comprehensive wealth management advisory services to high-net-worth individuals and families, including investment planning, retirement planning, and estate planning
- Proactively identify and address the financial needs and goals of clients, and develop customized solutions to help them achieve their objectives
- Maintain a deep understanding of the bank's product offerings and services, and recommend appropriate solutions to clients
-Actively prospect for new clients and expand the bank's customer base within the Treasures segment
- Collaborate with other teams within the bank, such as investment and product specialists, to provide holistic financial solutions to clients
- Ensure compliance with all relevant regulations and internal policies
- Maintain a high level of client satisfaction and loyalty through exceptional service delivery
Requirements
- Bachelor's degree or equivalent in finance, economics, or a related field
- Strong interpersonal and communication skills, with the ability to build and maintain long-term relationships with clients
- Proven track record of successfully acquiring new clients and growing a portfolio
- Thorough understanding of investment products, financial planning, and wealth management strategies
- Ability to work independently and as part of a team
- Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
- Commitment to providing exceptional client service and maintaining the highest ethical standards
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
Samarinda Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time