Associate, Treasures Relationship Manager, Surabaya Pemuda, Consumer Banking Group
DBS · Surabaya
Sekilas tentang pekerjaan ini
DBS mencari Associate, Treasures Relationship Manager untuk mengelola nasabah affluent dan memberikan solusi pengelolaan kekayaan. Posisi full-time ini berlokasi di Surabaya Pemuda Branch dan ditujukan bagi kandidat dengan pengalaman relationship management, penasihat keuangan, atau penjualan di sektor jasa keuangan.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah affluent dengan solusi pengelolaan kekayaan.
- Menganalisis kebutuhan keuangan dan merekomendasikan produk investasi, asuransi, serta treasury.
- Mencapai target penjualan dan pendapatan sambil memberikan layanan berkualitas.
- Membangun hubungan jangka panjang untuk meningkatkan retensi dan loyalitas nasabah.
- Mematuhi kebijakan internal, panduan risiko operasional, dan ketentuan regulasi.
Kualifikasi utama
- Sarjana Bisnis, Keuangan, atau disiplin terkait.
- Sertifikasi profesional terkait penasihat keuangan dan pengelolaan kekayaan.
- Rekam jejak dalam relationship management, penasihat keuangan, atau penjualan jasa keuangan.
- Menguasai produk pengelolaan kekayaan, termasuk investasi, asuransi, dan treasury.
- Keterampilan 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 wealth management and financial planning solutions.
- Conduct comprehensive financial needs analyses to recommend suitable investment, insurance, and treasury products.
- Achieve individual sales and revenue targets while delivering high-quality customer service.
- Build and maintain strong, long-term relationships with clients to enhance customer retention and loyalty.
- Adhere strictly to all internal policies, operational risk guidelines, and regulatory compliance standards.
- Collaborate with product specialists and support teams to deliver a seamless, holistic banking experience to clients.
Requirements
- Bachelor’s degree in Business, Finance, or a related discipline.
- Relevant professional certifications in financial advisory and wealth management.
- Proven track record in relationship management, financial advisory, or sales within the financial services sector.
- Strong knowledge of wealth management products, including investment, insurance, and treasury solutions.
- Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.
- Strong analytical, problem-solving, and customer-centric mindset.
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
Surabaya Pemuda Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time