Associate, Treasures Relationship Manager, Medan Imam Bonjol, Consumer Banking Group
DBS · Medan
Sekilas tentang pekerjaan ini
Sebagai Associate, Treasures Relationship Manager di DBS Consumer Banking Group, Anda mengembangkan hubungan dengan klien high-net-worth dan membantu memenuhi tujuan keuangan mereka. Posisi penuh waktu ini berlokasi di Medan Imam Bonjol Branch.
Tugas utama
- Membangun hubungan dengan klien high-net-worth dan memahami tujuan keuangan mereka
- Mengidentifikasi peluang cross-selling untuk mengembangkan portofolio klien
- Berkolaborasi dengan tim Wealth Management dan Investment Advisory
- Memberikan layanan klien dan menangani pertanyaan atau keluhan
- Berbagi praktik terbaik dan membimbing anggota tim
Kualifikasi utama
- Keterampilan interpersonal dan komunikasi yang kuat
- Rekam jejak mencapai target penjualan dan melakukan cross-selling produk keuangan
- Menguasai analisis data dan perencanaan keuangan
- Mampu berkolaborasi dengan berbagai tim dan pemangku kepentingan
- Berkomitmen pada pembelajaran dan pengembangan profesional berkelanjutan
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 to understand their financial goals and provide 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 concerns or queries in a timely and professional manner
- Contribute to the growth and development of the Treasures Relationship Management team by sharing best practices and providing mentorship
Requirements
- Strong interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients
- Demonstrated track record of achieving sales targets and cross-selling financial products
- Proficient in data analysis and financial planning to provide customized solutions to clients
- Ability to work collaboratively with various teams and stakeholders to deliver a seamless client experience
- Commitment to continuous learning and professional development
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
Medan Imam Bonjol Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time