Senior Associate, Treasures Private Client Relationship Manager, Surabaya Sungkono, Consumer Banking Group
DBS · Surabaya Sungkono Branch
Sekilas tentang pekerjaan ini
DBS mencari Senior Associate, Treasures Private Client Relationship Manager untuk mengelola hubungan dan kebutuhan finansial nasabah high-net-worth. Posisi penuh waktu ini berlokasi di Surabaya Sungkono Branch dan ditujukan bagi kandidat berpengalaman di perbankan atau jasa keuangan.
Tugas utama
- Membangun hubungan dengan nasabah high-net-worth dan memberikan solusi finansial sesuai kebutuhan
- Mengidentifikasi peluang cross-selling untuk memperluas portofolio produk dan layanan nasabah
- Berkolaborasi dengan spesialis investasi dan wealth management untuk memberi dukungan finansial
- Memantau rekening, portofolio, dan transaksi nasabah sesuai kebijakan bank dan regulasi
- Menjalankan strategi akuisisi dan retensi untuk mengembangkan segmen Treasures
Kualifikasi utama
- Berpengalaman dalam peran yang berhadapan langsung dengan klien di perbankan atau jasa keuangan
- Memiliki keterampilan interpersonal dan komunikasi untuk membangun kepercayaan nasabah high-net-worth
- Menguasai analisis keuangan, perencanaan investasi, dan konsep wealth management
- Mampu memecahkan masalah dan mengambil keputusan untuk memenuhi kebutuhan klien
- Memiliki rekam jejak mencapai atau melampaui target penjualan dan kepuasan klien
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, understanding their financial goals and providing tailored solutions
- Proactively identify and capitalize on cross-selling opportunities to expand the client's portfolio of products and services
- Collaborate with internal teams, such as investment and wealth management specialists, to deliver comprehensive financial advice and support
- Actively monitor client accounts, portfolios, and transactions, ensuring compliance with bank policies and regulatory requirements
- Contribute to the growth and development of the Treasures client segment by implementing effective client acquisition and retention strategies
Requirements
- Have experience in a client-facing role within the banking or financial services industry
- Strong interpersonal and communication skills, with the ability to build trust and rapport with high-net-worth clients
- Proficient in financial analysis, investment planning, and wealth management concepts
- Excellent problem-solving and decision-making skills, with the ability to provide customized solutions to client needs
- Demonstrated track record of achieving or exceeding sales and client satisfaction targets
- Ability to work collaboratively with cross-functional teams and stakeholders
- Commitment to continuous learning and professional development
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 Sungkono Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time