Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
DBS Bank · Samarinda
Full-timeonsiteSalesSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and expanding a portfolio of affluent clients by offering tailored financial planning and wealth management solutions. The successful candidate will analyze client needs, recommend appropriate investment and insurance products, and build strong, lasting relationships. This position requires adherence to regulatory standards and staying informed about market trends to provide expert financial advice.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and grow a portfolio of affluent clients with personalized financial solutions.
- Analyze client financial needs and recommend suitable investment and insurance products.
- Build and maintain strong, long-term client relationships for high satisfaction.
- Collaborate with specialists to deliver comprehensive financial solutions.
- Adhere to all regulatory, compliance, and risk management standards.
- Stay updated on market trends and financial products to provide timely advice.
คุณสมบัติ / Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- Proven experience in wealth management or financial advisory in consumer banking.
- Strong knowledge of financial products including investments and insurance.
- Relevant financial certifications and licenses as required.
- Excellent interpersonal and communication skills to build trust.
- Strong analytical skills with a customer-centric and results-oriented approach.
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Relationship Management
- Financial Advisory
- Investment Products
- Insurance Products
- Treasury Solutions
- Financial Planning
- Client Relationship Management
- Compliance
- Market Analysis
สวัสดิการ / Benefits
- Competitive salary and benefits package.
- Dynamic environment supporting professional development.
- Recognition for achievements.