Associate, Treasures Relationship Manager, Pluit, Consumer Banking Group
DBS · Pluit Branch, Indonesia
Sekilas tentang pekerjaan ini
DBS mencari Associate, Treasures Relationship Manager untuk Consumer Banking Group, yang memberikan layanan dan solusi keuangan kepada klien berpenghasilan tinggi. Posisi penuh waktu ini berlokasi di Pluit Branch dan ditujukan bagi kandidat dengan pengalaman 3–5 tahun di posisi serupa.
Tugas utama
- Memberikan konsultasi keuangan personal kepada klien berpenghasilan tinggi
- Membangun hubungan dan memberikan solusi sesuai tujuan finansial klien
- Berkolaborasi dengan spesialis investasi dan tim produk
- Mengidentifikasi peluang pertumbuhan dalam portofolio klien
- Memastikan kepatuhan terhadap regulasi dan kebijakan internal
Kualifikasi utama
- Pengalaman 3–5 tahun di posisi serupa
- Pengalaman di perbankan atau jasa keuangan lebih disukai
- Keterampilan interpersonal dan komunikasi yang kuat
- Pengetahuan mendalam tentang produk investasi dan pengelolaan kekayaan
- Kemampuan analitis dan pemecahan masalah yang baik
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 personalized financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
- Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions
- Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
- Proactively identify and capitalize on growth opportunities within the client portfolio
- Ensure compliance with all relevant regulations and internal policies
- Contribute to the overall growth and success of the Consumer Banking Group
Requirements
- Minimum 3-5 years of experience in a similar role, preferably in the banking or financial services industry
- Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
- Excellent analytical and problem-solving skills, with the ability to understand and interpret financial data
- Thorough knowledge of investment products, wealth management strategies, and financial planning
- Ability to work collaboratively with cross-functional teams and adapt to changing business needs
- Commitment to providing exceptional client service and maintaining the highest 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.
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Location
Pluit Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time