Associate, Treasures Wealth Manager, Tomang, Consumer Banking Group
DBS · Tomang Branch, Indonesia
Sekilas tentang pekerjaan ini
DBS membuka posisi Associate, Treasures Wealth Manager di Tomang Branch, Indonesia, untuk mengembangkan dan mengelola akuisisi klien Treasures serta memimpin tim. Posisi ini ditujukan bagi kandidat dengan pengalaman minimal 5 tahun di pengelolaan kekayaan atau bidang terkait.
Tugas utama
- Menyusun strategi efektif untuk memperoleh klien Treasures baru
- Memimpin tim Treasures Wealth Associate mencapai target akuisisi dan layanan klien
- Menganalisis tren pasar, preferensi klien, dan aktivitas pesaing
- Berkolaborasi dengan tim lintas fungsi untuk solusi pengelolaan kekayaan
- Membimbing anggota tim dan memastikan kepatuhan terhadap regulasi serta kebijakan internal
Kualifikasi utama
- Minimal 5 tahun pengalaman di pengelolaan kekayaan atau bidang terkait
- Memiliki rekam jejak akuisisi klien
- Mampu memimpin dan mengelola tim
- Memiliki keterampilan komunikasi, interpersonal, analitis, dan pemecahan masalah
- Mahir menggunakan perangkat lunak keuangan dan pengelolaan kekayaan yang relevan
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 implement effective strategies to acquire new Treasures clients
- Lead a team of Treasures Wealth Associate to achieve client acquisition targets and ensure exceptional client service
- Analyze market trends, client preferences, and competitor activities to identify growth opportunities
- Collaborate with cross-functional teams to deliver tailored wealth management solutions to clients
- Provide coaching and mentorship to team members to enhance their skills and performance
- Ensure compliance with all relevant regulations and internal policies
Requirements
- Minimum 5 years of experience in wealth management or a related field, with a proven track record of client acquisition
- Strong leadership and team management skills, with the ability to motivate and inspire a team
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders
- Analytical and problem-solving skills, with the ability to interpret data and make informed decisions
- Proficient in the use of relevant financial and wealth management software
- Commitment to providing exceptional client service and maintaining the highest ethical standards
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
Tomang Branch
Job
Product Sales
Schedule
Regular
Employee Status
Full time