Senior Officer, Treasures Relationship Manager, Solo, Consumer Banking Group
DBS · Solo
Sekilas tentang pekerjaan ini
DBS mencari Senior Officer, Treasures Relationship Manager untuk mengelola hubungan dan solusi keuangan bagi nasabah high-net-worth di Solo Branch. Posisi penuh waktu ini ditujukan bagi kandidat berpengalaman dalam peran serupa, terutama di perbankan atau jasa keuangan.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah high-net-worth.
- Mengidentifikasi kebutuhan nasabah dan merekomendasikan produk wealth management.
- Menjaga hubungan serta memberikan layanan kepada nasabah.
- Berkolaborasi dengan tim untuk menyediakan solusi keuangan terpadu.
- Mencapai target penjualan individu dan tim serta mematuhi ketentuan yang berlaku.
Kualifikasi utama
- Berpengalaman dalam peran serupa, diutamakan di perbankan atau jasa keuangan.
- Memiliki keterampilan interpersonal dan komunikasi yang kuat.
- Memiliki kemampuan pemecahan masalah dan analisis yang baik.
- Mahir menggunakan alat analisis keuangan dan sistem CRM.
- Mampu bekerja mandiri maupun 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 and grow a portfolio of high-net-worth clients, providing personalized financial solutions and advisory services
- 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 to deliver integrated financial solutions
- Achieve and exceed individual and team sales targets
- Comply with all relevant policies, procedures, and regulatory requirements
Requirements
- Have experience in a similar role, preferably in the banking or financial services industry
- Strong interpersonal and communication skills, with the ability to build and maintain relationships with high-net-worth clients
- Excellent problem-solving and analytical skills, with the ability to understand and address client needs
- Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
- Ability to work independently and as part of a team
- Commitment to providing exceptional customer service and achieving sales targets
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
Solo Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time