Senior Associate, Treasures Relationship Manager, Juanda, Consumer Banking Group
DBS · Juanda Branch, Indonesia
Sekilas tentang pekerjaan ini
DBS membuka posisi Senior Associate, Treasures Relationship Manager di Juanda Branch, Indonesia, dalam Consumer Banking Group. Peran penuh waktu ini mengelola klien high-net-worth dan solusi wealth management, serta membutuhkan pengalaman client-facing di bidang wealth management atau private banking.
Tugas utama
- Mengelola portofolio klien high-net-worth dan memberi solusi serta konsultasi keuangan personal.
- Mengidentifikasi kebutuhan klien dan merekomendasikan produk serta layanan wealth management.
- Menjaga hubungan dengan klien serta memastikan layanan dan kepuasan mereka.
- Berkolaborasi dengan tim investasi dan spesialis produk untuk solusi wealth management.
- Berbagi praktik terbaik dan membimbing anggota junior tim Treasures Relationship Management.
Kualifikasi utama
- Berpengalaman dalam peran client-facing di wealth management atau private banking.
- Memiliki keterampilan interpersonal dan komunikasi yang kuat.
- Memiliki keterampilan pemecahan masalah dan analitis yang baik.
- Memahami produk, layanan, dan strategi investasi wealth management.
- Mampu bekerja kolaboratif dalam tim.
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
- Manage a portfolio of high-net-worth clients, providing personalized financial solutions and advisory services to meet their unique needs
- Proactively identify client needs and recommend appropriate wealth management products and services
- Maintain strong relationships with clients, ensuring exceptional customer service and client satisfaction
- Collaborate with cross-functional teams, such as investment and product specialists, to deliver comprehensive wealth management solutions
- Contribute to the growth and development of the Treasures Relationship Management team by sharing best practices and providing mentorship to junior team members
Requirements
- Have experience in a client-facing role within the wealth management or private banking industry
- Strong interpersonal and communication skills, with the ability to build and maintain long-term relationships with high-net-worth clients
- Excellent problem-solving and analytical skills, with the ability to understand and address complex financial needs
- Thorough knowledge of wealth management products, services, and investment strategies
- Ability to work collaboratively in a team environment and contribute to the overall success of the Treasures Relationship Management team
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
Juanda Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time