Sr. Officer, Treasures Banking Relationship Manager, Semarang, Consumer Banking Group
DBS · Semarang
Sekilas tentang pekerjaan ini
DBS mencari Sr. Officer, Treasures Banking Relationship Manager untuk Consumer Banking Group di Semarang. Peran penuh waktu ini mengelola hubungan nasabah affluent, memberikan solusi keuangan dan pengelolaan kekayaan, serta mengembangkan portofolio.
Tugas utama
- Mengelola hubungan dengan nasabah affluent dan memberikan solusi pengelolaan kekayaan.
- Mencapai target dengan mendapatkan nasabah baru dan mengembangkan portofolio.
- Meninjau portofolio secara berkala sesuai tujuan keuangan dan kondisi pasar.
- Berkolaborasi dengan spesialis produk untuk solusi investasi, asuransi, dan treasury.
- Menjaga kepatuhan, pengendalian, dan integritas operasional sesuai ketentuan.
Kualifikasi utama
- Sarjana Bisnis, Keuangan, atau bidang terkait.
- Sertifikasi profesional terkait penasihat keuangan dan pengelolaan kekayaan.
- Pengalaman di penjualan keuangan, pengelolaan hubungan, atau penasihat kekayaan.
- Memahami pasar keuangan, produk pengelolaan kekayaan, dan instrumen investasi.
- Keterampilan interpersonal dan membangun hubungan yang kuat; mengutamakan nasabah.
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 nurture relationships with affluent clients, providing tailored wealth management and financial planning solutions.
- Achieve business targets by actively acquiring new-to-bank clients and expanding the existing portfolio.
- Conduct regular portfolio reviews to ensure clients' financial objectives are aligned with market conditions.
- Collaborate with product specialists to deliver comprehensive investment, insurance, and treasury solutions.
- Maintain high standards of compliance, control, and operational integrity in accordance with regulatory guidelines.
Requirements
- Bachelor’s degree in Business, Finance, or a related field.
- Relevant professional certifications in financial advisory and wealth management.
- Demonstrated experience in financial sales, relationship management, or wealth advisory.
- Sound knowledge of financial markets, wealth management products, and investment instruments.
- Strong interpersonal and relationship-building skills with a customer-first attitude.
- Excellent analytical, problem-solving, and communication capabilities.
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