Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
DBS · Samarinda
Sekilas tentang pekerjaan ini
DBS membuka posisi Associate, Treasures Banking Relationship Manager di Samarinda untuk mengelola nasabah affluent dan memberikan solusi wealth management. Posisi penuh waktu ini ditujukan bagi kandidat berpengalaman di wealth management, relationship management, atau financial advisory sektor perbankan konsumer.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah affluent melalui perencanaan keuangan dan wealth management.
- Menganalisis kebutuhan keuangan dan merekomendasikan produk investasi, asuransi, serta treasury.
- Membangun hubungan jangka panjang untuk menjaga kepuasan dan retensi nasabah.
- Berkolaborasi dengan spesialis produk dan tim pendukung internal.
- Mematuhi standar regulasi, kepatuhan, dan manajemen risiko internal.
Kualifikasi utama
- Gelar sarjana di bidang Finance, Business, atau disiplin terkait.
- Rekam jejak di wealth management, relationship management, atau financial advisory perbankan konsumer.
- Pengetahuan kuat tentang produk investasi, asuransi, dan solusi treasury.
- Sertifikasi dan lisensi keuangan sesuai ketentuan regulator.
- Kemampuan interpersonal dan komunikasi yang baik untuk membangun kepercayaan 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 affluent clients by providing personalized financial planning and wealth management solutions.
- Analyze clients' financial needs and recommend suitable investment, insurance, and treasury products to help them achieve their financial goals.
- Build and maintain strong, long-term relationships with clients to ensure high levels of customer satisfaction and retention.
- Collaborate with product specialists and internal support teams to deliver comprehensive financial solutions.
- Adhere to all regulatory, compliance, and internal risk management standards and guidelines.
- Keep abreast of market trends and financial products to provide timely and accurate advice to clients.
Requirements
- Bachelor’s degree in Finance, Business, or a related discipline.
- Proven track record in wealth management, relationship management, or financial advisory within the consumer banking sector.
- Strong knowledge of financial products, including investments, insurance, and treasury solutions.
- Relevant financial certifications and licenses as required by regulatory authorities.
- Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
- Strong analytical skills with a customer-centric mindset and a results-oriented approach.
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
Samarinda Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time