VP, Treasures Private Client Relationship Manager, Capital Place, Consumer Banking Group
DBS · Jakarta Selatan
Sekilas tentang pekerjaan ini
DBS mencari VP, Treasures Private Client Relationship Manager untuk mengelola dan mengembangkan hubungan dengan nasabah Treasures Private Client serta memberikan solusi wealth management. Posisi Relationship Management ini berlokasi di Capital Place Branch, Jakarta Selatan, dan berstatus full-time.
Tugas utama
- Mengakuisisi nasabah Treasures Private Client (TPC) baru.
- Mengelola dan mengembangkan portofolio hubungan TPC.
- Memberikan solusi pengelolaan kekayaan dan perencanaan keuangan yang disesuaikan.
- Mencapai target bisnis melalui pendalaman portofolio dan akuisisi nasabah.
- Memastikan kepatuhan terhadap regulasi, standar kepatuhan, dan kerangka manajemen risiko.
Kualifikasi utama
- Gelar sarjana atau kualifikasi profesional setara di bidang terkait.
- Pengalaman sukses di wealth management, private banking, atau premier banking.
- Pengalaman mengelola portofolio nasabah high-net-worth.
- Pengetahuan mendalam tentang pasar keuangan, produk treasury, dan investasi terstruktur.
- Sertifikasi industri dan lisensi regulasi untuk layanan advis keuangan dan penjualan investasi.
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
- Acquire NTT Treasures Private Client (TPC)
- Manage and grow a portfolio of Treasures Private Client (TPC) relationships, delivering customized wealth management and financial planning solutions.
- Provide professional advisory services across a broad range of investment, treasury, and insurance products tailored to high-net-worth client needs.
- Achieve business and financial targets through portfolio deepening, asset allocation optimization, and new client acquisition.
- Collaborate closely with investment strategists, treasury product specialists, and portfolio managers to deliver comprehensive financial solutions.
- Ensure strict adherence to all regulatory guidelines, compliance standards, and internal risk management frameworks.
- Conduct regular portfolio reviews with clients to align their investment strategies with changing market conditions and personal financial goals.
Requirements
- Bachelor’s degree or equivalent professional qualification in Business, Finance, or a related discipline.
- Proven track record of success in wealth management, private banking, or premier banking, with experience managing high-net-worth portfolios.
- Deep knowledge of financial markets, treasury products, structured investments, and wealth advisory solutions.
- Relevant industry certifications and regulatory licenses required to conduct financial advisory and investment sales.
- Exceptional interpersonal and relationship-building skills, with the ability to engage effectively with affluent clients and internal stakeholders.
- Strong analytical capabilities, financial acumen, and a solid understanding of risk management principles.
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
Capital Place Branch
Job
Relationship Management
Schedule
Regular
Employee Status
Full time