Associate, Treasures Business Relationship Manager, Bali, Consumer Banking Group
DBS · Bali
Sekilas tentang pekerjaan ini
Sebagai Associate, Anda mengelola hubungan dan solusi keuangan bagi nasabah affluent di DBS Consumer Banking Group, Bali. Posisi ini ditujukan bagi kandidat berpengalaman dalam wealth management, financial advisory, atau relationship management di perbankan konsumer.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah affluent.
- Menganalisis kebutuhan keuangan dan merekomendasikan produk investasi, asuransi, serta treasury.
- Mengakuisisi nasabah baru dan memperluas hubungan dengan nasabah yang ada.
- Mematuhi standar regulasi, pedoman kepatuhan, dan kebijakan manajemen risiko.
- Memberikan layanan nasabah serta berkolaborasi dengan spesialis produk dan tim internal.
Kualifikasi utama
- Sarjana atau kualifikasi profesional setara.
- Pengalaman di wealth management, financial advisory, atau relationship management perbankan konsumer.
- Sertifikasi regulasi yang relevan untuk financial advisory.
- Pemahaman kuat tentang pasar keuangan, instrumen investasi, dan produk wealth management.
- Keterampilan komunikasi, analitis, pemecahan masalah, dan membangun hubungan.
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 customized wealth management and financial planning solutions.
- Conduct comprehensive financial analysis to understand client needs and recommend suitable investment, insurance, and treasury products.
- Acquire new-to-bank clients and expand existing relationships through proactive networking and referrals.
- Adhere to regulatory standards, compliance guidelines, and internal risk management policies.
- Deliver exceptional customer service to maintain high levels of client satisfaction and loyalty.
- Collaborate with product specialists and internal teams to deliver holistic financial solutions.
Requirements
- Bachelor’s degree or equivalent professional qualification.
- Demonstrated experience in wealth management, financial advisory, or relationship management within consumer banking.
- Possess relevant regulatory certifications required for financial advisory.
- Strong understanding of financial markets, investment instruments, and wealth management products.
- Excellent interpersonal and communication skills to build trust and rapport with clients.
- Strong analytical, problem-solving, and relationship-building capabilities.
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
Bali Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time