Sr Officer - Analyst, Treasures Banking Relationship Manager, Bandung Dago, Consumer Banking Group
DBS Bank · Bandung Dago
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves providing tailored financial advice and wealth management services to high-net-worth clients. The successful candidate will identify client needs, recommend suitable financial solutions, and maintain strong client relationships. This position also requires collaboration with internal teams and contributing to the growth of the Treasures Relationship Manager team.
หน้าที่ความรับผิดชอบ / Responsibilities
- Offer personalized financial advice to high-net-worth clients, covering investments and wealth planning
- Identify client needs and propose appropriate financial solutions to help achieve their goals
- Maintain strong client relationships through regular portfolio reviews and timely updates
- Work with internal teams like investment specialists to deliver comprehensive financial services
- Contribute to the team's development by sharing best practices and mentoring junior members
คุณสมบัติ / Qualifications
- Experience in the financial services sector, ideally in a client-facing capacity
- Strong analytical and problem-solving skills to understand and apply complex financial concepts
- Excellent communication and interpersonal abilities to build trust with high-net-worth clients
- Proven track record of meeting sales targets and providing outstanding client service
- Proficiency with financial analysis tools and portfolio management software
- Commitment to continuous professional development and staying current with industry trends
ทักษะที่ต้องการ / Required skills
- Financial Advisory
- Wealth Management
- Investment Planning
- Client Relationship Management
- Financial Analysis
- Portfolio Management
- Sales
- Communication
- Problem Solving
สวัสดิการ / Benefits
- Competitive salary package
- Comprehensive benefits package
- Dynamic work environment
- Opportunities for professional development
- Recognition for achievements