Sr. Associate, Treasures Relationship Manager, Semarang, Consumer Banking Group
DBS · Semarang
Sekilas tentang pekerjaan ini
DBS mencari Sr. Associate, Treasures Relationship Manager untuk mengelola dan mengembangkan hubungan dengan nasabah individu high-net-worth. Posisi full-time ini berbasis di Semarang Branch dan ditujukan bagi kandidat berpengalaman di wealth management, priority banking, atau premier banking.
Tugas utama
- Mengelola dan mengembangkan portofolio nasabah individu high-net-worth di Semarang.
- Memberikan konsultasi pengelolaan kekayaan untuk investasi, asuransi, dan treasury.
- Mencapai target penjualan, pendapatan, dan akuisisi nasabah.
- Meninjau portofolio nasabah dan menyesuaikannya dengan toleransi risiko serta kondisi pasar.
- Berkolaborasi dengan spesialis produk dan mematuhi ketentuan serta kebijakan bank.
Kualifikasi utama
- Gelar sarjana Finance, Business Administration, atau bidang terkait.
- Rekam jejak sukses sebagai Relationship Manager di wealth management, priority banking, atau premier banking.
- Pemahaman mendalam tentang pasar keuangan, instrumen investasi, asuransi, dan pengelolaan kekayaan.
- Sertifikasi profesional yang relevan untuk penjualan produk keuangan dan kekayaan.
- Keterampilan membangun relasi, analitis, negosiasi, dan presentasi yang kuat.
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 individual clients in the Semarang region, serving as their primary point of contact.
- Provide holistic wealth management advisory services, offering tailored solutions across investment, insurance, and treasury products to meet clients' financial goals.
- Achieve individual sales, revenue, and customer acquisition targets in line with the bank's business objectives.
- Conduct regular portfolio reviews with clients to assess performance, rebalance assets, and align with their risk tolerance and market outlook.
- Collaborate closely with product specialists, investment strategists, and support teams to deliver seamless and comprehensive financial solutions.
- Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies in all client transactions and advisory activities.
Requirements
- Bachelor’s degree in Finance, Business Administration, or a related discipline.
- Proven track record of success as a Relationship Manager within wealth management, priority banking, or premier banking.
- Deep understanding of financial markets, investment instruments, insurance products, and wealth management principles.
- Possess relevant professional certifications required for selling financial and wealth products.
- Strong interpersonal and relationship-building skills, with the ability to engage effectively with high-net-worth clients.
- Excellent analytical, negotiation, and presentation skills, with a strong customer-first mindset.
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
Semarang Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time