Direct Contract, Treasure Wealth Associate
DBS · Bandung
Sekilas tentang pekerjaan ini
DBS mencari Direct Contract, Treasure Wealth Associate untuk mendukung Relationship Managers dalam pengelolaan portofolio nasabah affluent dan transaksi wealth management. Posisi full-time dengan kontrak waktu tertentu ini berlokasi di Bandung Dago Branch.
Tugas utama
- Mendukung administrasi dan penjualan Relationship Managers untuk portofolio nasabah affluent.
- Membantu pelaksanaan transaksi wealth management, termasuk investasi, asuransi, dan layanan treasury.
- Mengelola onboarding nasabah, pemeliharaan rekening, serta tinjauan KYC dan AML.
- Menangani pertanyaan nasabah dan menyelesaikan kendala operasional.
- Menyiapkan laporan portofolio, pembaruan pasar, dan materi presentasi untuk pertemuan nasabah.
Kualifikasi utama
- Sarjana Finance, Business Administration, Economics, atau bidang terkait.
- Pengalaman di layanan keuangan, wealth management, atau dukungan retail banking.
- Memahami produk wealth management, pasar keuangan, dan regulasi kepatuhan perbankan.
- Kemampuan komunikasi dan interpersonal yang baik.
- Menguasai sistem perbankan dan perangkat lunak produktivitas kantor.
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 comprehensive administrative and sales support to Relationship Managers in managing affluent client portfolios.
- Assist in the seamless execution of wealth management transactions, including investment products, insurance, and treasury services.
- Facilitate client onboarding, account maintenance, and conduct regular Know-Your-Customer (KYC) and Anti-Money Laundering (AML) reviews in compliance with regulatory standards.
- Deliver high-quality customer service by addressing client inquiries and resolving operational issues promptly and professionally.
- Collaborate with internal product specialists and support teams to ensure efficient service delivery and operational excellence.
- Assist in preparing portfolio reports, market updates, and presentation materials for client meetings.
Requirements
- Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
- Proven experience in financial services, wealth management, or retail banking support roles.
- Possession of relevant financial advisory and investment certifications is highly advantageous.
- Sound understanding of wealth management products, financial markets, and banking compliance regulations.
- Excellent interpersonal and communication skills to build strong relationships with internal and external stakeholders.
- Strong analytical skills with high attention to detail and accuracy in data management.
- Proficiency in banking systems and standard office productivity software.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
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
Bandung Dago Branch
Schedule
Contract (Fixed Term)
Employee Status
Full time