Direct Contract, Treasures Wealth Associate, Consumer Banking Group (Tomang)
DBS · Jakarta Barat
Sekilas tentang pekerjaan ini
DBS membuka posisi Direct Contract, Treasures Wealth Associate di Consumer Banking Group untuk memberikan solusi pengelolaan kekayaan kepada nasabah high-net-worth. Posisi ini berlokasi di Tomang Branch, Jakarta Barat, dengan status kontrak waktu tertentu dan jadwal kerja penuh waktu.
Tugas utama
- Memberikan solusi pengelolaan kekayaan personal kepada nasabah high-net-worth.
- Mengidentifikasi kebutuhan nasabah dan merekomendasikan produk serta layanan yang sesuai.
- Menjaga hubungan nasabah melalui komunikasi rutin dan layanan pelanggan.
- Berkolaborasi dengan tim lintas fungsi untuk memastikan layanan berjalan lancar.
- Mematuhi peraturan dan kebijakan internal.
Kualifikasi utama
- Berpengalaman di bidang wealth management atau bidang terkait.
- Memiliki kemampuan analitis dan pemecahan masalah yang kuat.
- Mampu memahami konsep keuangan yang kompleks.
- Memiliki kemampuan komunikasi dan interpersonal yang baik.
- Mahir menggunakan perangkat analisis keuangan dan software.
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 wealth management solutions to high-net-worth clients, including investment advisory, portfolio management, and financial planning
- Proactively identify client needs and recommend appropriate products and services to meet their financial goals
- Maintain strong relationships with clients through regular communication and exceptional customer service
- Collaborate with cross-functional teams to ensure seamless delivery of services to clients
- Comply with all relevant regulations and internal policies to ensure the integrity of the bank's operations
Requirements
- Have experience in wealth management or a related field
- Strong analytical and problem-solving skills, with the ability to understand complex financial concepts
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- Proficient in the use of financial analysis tools and software
- Commitment to continuous learning and professional developments
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
Schedule
Contract (Fixed Term)
Employee Status
Full time