Analyst, Treasures Banking Relationship Manager, Kelapa Gading, Consumer Banking Group
DBS Bank · Jakarta Utara
Full-timeonsitemidFinanceBankingWealth ManagementRelationship ManagerConsumer BankingFinance
รายละเอียดงาน / Description
Based in Indonesia, this position focuses on managing and expanding a portfolio of affluent clients for DBS Bank's branch in Kelapa Gading. The role involves delivering tailored wealth management and financial advisory services aligned with individual investment goals and risk profiles. The specialist will prospect new customers, partner with internal product experts, and ensure strict adherence to banking standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Oversee and expand a dedicated portfolio of high-net-worth customers in the Kelapa Gading branch
- Deliver customized financial planning and wealth advisory tailored to client risk appetite
- Bring in new prospective banking clients via networking, outreach, and referral channels
- Partner with investment, treasury, and insurance specialists to provide comprehensive financial options
- Maintain full adherence to internal banking policies, local compliance rules, and statutory guidelines
- Provide superior customer service to ensure strong retention and ongoing client loyalty
คุณสมบัติ / Qualifications
- Bachelor's degree in Economics, Finance, Business Administration, or a related discipline
- Demonstrated track record in relationship management within wealth management or consumer banking
- In-depth knowledge of investment offerings such as structured investments, mutual funds, and bancassurance
- Possession of relevant financial advisory licenses or certifications is an advantage
- Exceptional communication, interpersonal, and stakeholder engagement abilities
- Strong analytical mindset focused on achieving results and solving complex customer needs
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Wealth Management
- Financial Advisory
- Client Acquisition
- Bancassurance
- Mutual Funds
- Portfolio Management
- Regulatory Compliance
ทักษะเพิ่มเติม / Nice to have
- Financial Certifications
- Structured Products
สวัสดิการ / Benefits
- Competitive compensation and comprehensive corporate benefits scheme
- Dynamic work setting offering career growth and professional advancement