Analyst, Treasures Banking Relationship Manager, Semarang, Consumer Banking Group
DBS Bank · Semarang
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and expanding a portfolio of high-net-worth clients within the Semarang region. The successful candidate will provide comprehensive wealth management advice, including investment, insurance, and treasury products, while striving to meet individual sales and revenue targets. This position requires a strong understanding of financial markets and a commitment to regulatory compliance.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and grow a portfolio of high-net-worth clients in Semarang
- Provide wealth management advice on investments, insurance, and treasury products
- Achieve individual sales, revenue, and portfolio growth targets
- Conduct regular portfolio reviews to align with client goals and market outlook
- Collaborate with specialists to deliver seamless financial services
- Ensure adherence to regulatory guidelines and internal bank policies
คุณสมบัติ / Qualifications
- University degree in Business, Finance, Economics, or related field
- Proven success in wealth management or relationship management
- Deep understanding of financial markets and investment instruments
- Possession of relevant financial certifications (e.g., WAPERD, AAJI)
- Strong interpersonal, negotiation, and relationship-building skills
- Goal-oriented with strong analytical and problem-solving abilities
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Relationship Management
- Financial Markets
- Investment Products
- Insurance Products
- Treasury Products
- Client Satisfaction
- Sales
- Negotiation
- Analytical Skills
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic environment supporting professional development
- Recognition for achievements