AVP, Treasures Relationship Manager, Kelapa Gading, Consumer Banking Group
DBS · Kelapa Gading Branch, Indonesia
Sekilas tentang pekerjaan ini
AVP, Treasures Relationship Manager di DBS bertugas mengelola hubungan dengan nasabah high-net-worth dan menawarkan solusi keuangan sesuai kebutuhan mereka. Posisi full-time ini berlokasi di Kelapa Gading Branch dan ditujukan bagi kandidat berpengalaman dalam peran serupa, terutama di perbankan atau wealth management.
Tugas utama
- Membangun dan menjaga hubungan dengan nasabah high-net-worth.
- Mengidentifikasi kebutuhan nasabah dan menawarkan solusi investasi, wealth management, serta perbankan.
- Berkolaborasi dengan tim lintas fungsi untuk memberikan solusi keuangan terintegrasi.
- Mengikuti acara nasabah dan kegiatan networking untuk memperluas basis klien.
- Mencapai dan melampaui target penjualan individu maupun tim.
Kualifikasi utama
- Berpengalaman dalam peran serupa, terutama di perbankan atau wealth management.
- Memiliki kemampuan interpersonal dan komunikasi yang kuat.
- Memiliki kemampuan pemecahan masalah dan analisis yang baik.
- Mahir menggunakan financial analysis tools dan sistem CRM.
- Memiliki rekam jejak mencapai target penjualan dan memberikan layanan nasabah 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
- Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service
- Proactively identify client needs and provide tailored investment, wealth management, and banking products to meet their financial goals
- Collaborate with cross-functional teams to deliver integrated financial solutions and ensure a seamless client experience
- Actively participate in client events and networking activities to expand the client base and strengthen the bank's presence in the local community
- Maintain a thorough understanding of the bank's products, services, and market trends to provide informed advice and recommendations to clients
- Achieve and exceed individual and team sales targets through effective client relationship management and business development strategies
Requirements
- Have experience in a similar role, preferably in the banking or wealth management industry
- Strong interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients
- Excellent problem-solving and analytical skills, with the ability to understand and address client financial needs
- Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
- Demonstrated track record of achieving sales targets and delivering exceptional customer service
- Ability to work collaboratively in a team environment and contribute to the overall success of the organization
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
Kelapa Gading Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time