Sr. Officer - Analyst, Treasures Relationship Manager, Pontianak, Consumer Banking Group
DBS · Pontianak
Sekilas tentang pekerjaan ini
DBS mencari Sr. Officer - Analyst, Treasures Relationship Manager untuk Consumer Banking Group di Pontianak. Peran ini berfokus pada pengelolaan hubungan dengan nasabah high-net-worth dan penyediaan solusi keuangan yang sesuai; kandidat perlu memiliki pengalaman menghadapi nasabah, diutamakan dari perbankan atau jasa keuangan.
Tugas utama
- Membangun hubungan dengan nasabah high-net-worth dan memahami tujuan keuangan mereka
- Mengidentifikasi peluang cross-selling untuk mengembangkan portofolio nasabah
- Berkolaborasi dengan tim Wealth Management dan Investment Advisory
- Memberikan layanan nasabah dan menangani pertanyaan atau keluhan secara profesional
- Mendukung pencapaian target penjualan dan tujuan bisnis tim
Kualifikasi utama
- Pengalaman dalam peran yang berhadapan langsung dengan nasabah; diutamakan perbankan atau jasa keuangan
- Keterampilan interpersonal dan komunikasi yang kuat
- Kemampuan analitis dan pemecahan masalah
- 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
- 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 grow the client's portfolio
- Collaborate with internal teams, such as Wealth Management and Investment Advisory, to deliver comprehensive financial services
- Ensure exceptional client service and address any queries or concerns in a timely and professional manner
- Contribute to the achievement of the team's sales targets and business objectives
- Stay updated on market trends, regulatory changes, and industry best practices to provide informed advice to clients
Requirements
- Have experience in a client-facing role, preferably in the banking or financial services industry
- Strong interpersonal and communication skills, with the ability to build rapport and trust with clients
- Analytical mindset and problem-solving skills to understand client needs and provide suitable solutions
- Proficient in using financial analysis tools and customer relationship management (CRM) systems
- Ability to work independently and as part of a team to achieve shared goals
- 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
Pontianak Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time