Senior Associate, Treasures Relationship Manager, Kemayoran, Consumer Banking Group
DBS · Jakarta Pusat
Sekilas tentang pekerjaan ini
DBS mencari Senior Associate, Treasures Relationship Manager untuk mengelola hubungan dan solusi keuangan bagi nasabah high-net-worth. Posisi penuh waktu ini berlokasi di Kemayoran Branch, Jakarta Pusat, dan mensyaratkan pengalaman 3–5 tahun di perbankan atau wealth management.
Tugas utama
- Membangun hubungan dengan nasabah high-net-worth dan memberikan layanan personal
- Mengidentifikasi kebutuhan nasabah serta menawarkan solusi investasi dan perbankan
- Berkolaborasi dengan spesialis produk dan penasihat investasi
- Memantau portofolio serta tren pasar, lalu memberi rekomendasi
- Mengembangkan segmen Treasures dan memastikan kepatuhan terhadap regulasi
Kualifikasi utama
- Sarjana atau setara di bidang keuangan, ekonomi, atau bidang terkait
- Pengalaman 3–5 tahun di peran yang berhadapan dengan nasabah di perbankan atau wealth management
- Keterampilan komunikasi dan interpersonal untuk membangun kepercayaan nasabah high-net-worth
- Mahir dalam analisis keuangan, perencanaan investasi, dan pengelolaan portofolio
- Kemampuan memecahkan masalah dan mengambil keputusan
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 help them achieve their financial goals
- Collaborate with cross-functional teams, including product specialists and investment advisors, to deliver comprehensive wealth management solutions
- Actively monitor client portfolios and market trends, and provide timely updates and recommendations to clients
- Contribute to the growth and development of the Treasures client segment by identifying new business opportunities and referrals
- Ensure compliance with all relevant regulations and internal policies
Requirements
- Bachelor's degree or equivalent in finance, economics, or a related field
- Minimum 3-5 years of experience in a client-facing role within the banking or wealth management 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 portfolio management
- Excellent problem-solving and decision-making skills
- Ability to work collaboratively in a team environment
- Commitment to providing exceptional customer service and client satisfaction
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
Kemayoran Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time