Associate, Treasures Relationship Manager, Juanda, Consumer Banking Group
DBS · Juanda Branch, Indonesia
Sekilas tentang pekerjaan ini
Associate, Treasures Relationship Manager di DBS bertugas mengelola hubungan dan kebutuhan finansial klien high-net-worth. Posisi penuh waktu ini ditujukan bagi kandidat berpengalaman dalam peran yang berhadapan langsung dengan klien di industri perbankan atau jasa keuangan, dan berlokasi di Juanda Branch, Indonesia.
Tugas utama
- Membangun hubungan dan menawarkan solusi finansial sesuai tujuan klien high-net-worth.
- Mengidentifikasi peluang cross-selling untuk mengembangkan portofolio klien.
- Berkolaborasi dengan tim Wealth Management dan Investment Advisory.
- Menangani pertanyaan klien dan menjaga kualitas layanan.
- Mendukung pencapaian target penjualan individu dan tim.
Kualifikasi utama
- Berpengalaman dalam peran yang berhadapan langsung dengan klien di perbankan atau jasa keuangan.
- Memiliki keterampilan interpersonal dan komunikasi yang kuat.
- Memiliki kemampuan analitis dan pemecahan masalah.
- Mahir menggunakan alat analisis keuangan dan sistem CRM.
- Mampu bekerja sama dengan tim lintas fungsi dan stakeholder.
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
- Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions
- Proactively identify and capitalize on cross-selling opportunities to grow the client's portfolio
- Collaborate with internal teams, such as Wealth Management and Investment Advisory, to deliver comprehensive financial services
- Ensure exceptional client service and address any queries or concerns in atimely and professional manner
- Contribute to the achievement of team and individual sales targets
- Stay updated on market trends, products, and regulatory changes to provide informed advice to clients
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 rapport and trust with clients
- Analytical mindset and problem-solving skills to understand client needs and provide suitable solutions
- Proficient in using financial analysis tools and customer relationship management (CRM) systems
- Ability to work collaboratively with cross-functional teams and stakeholders
- Commitment to delivering exceptional client service and maintaining high standards of professionalism
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
Juanda Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time