Senior Associate, Treasures Relationship Manager, Kemayoran, Consumer Banking Group
DBS Bank · Jakarta Pusat
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing relationships with high-net-worth clients, offering personalized financial solutions and exceptional service. The Senior Associate will identify client needs, provide tailored investment and wealth management products, and collaborate with specialists to deliver comprehensive solutions. This position requires monitoring client portfolios, market trends, and actively contributing to business growth while ensuring regulatory compliance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Build and maintain strong relationships with high-net-worth clients
- Identify client needs and offer customized financial products
- Work with internal teams to provide complete wealth management solutions
- Monitor client investments and market trends, offering timely advice
- Help grow the Treasures client segment through new business
- Ensure adherence to all regulations and internal company policies
คุณสมบัติ / Qualifications
- Bachelor's degree in finance, economics, or a related field
- Minimum 3-5 years in a client-facing banking or wealth management role
- Strong communication and interpersonal abilities
- Proficiency in financial analysis and investment planning
- Excellent problem-solving and decision-making skills
- Ability to collaborate effectively within a team
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Financial Analysis
- Investment Planning
- Portfolio Management
- Client Service
- Wealth Management
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic environment supporting professional development
- Recognition for achievements