Senior Associate, Treasures Relationship Manager, Juanda, Consumer Banking Group
DBS Bank · Juanda Branch
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions and advisory services. The Senior Associate will proactively identify client needs, recommend wealth management products, and ensure exceptional customer satisfaction. This position requires collaboration with various teams to deliver comprehensive financial strategies and contribute to the team's growth.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage a portfolio of high-net-worth clients, providing personalized financial solutions
- Proactively identify client needs and recommend appropriate wealth management products
- Maintain strong client relationships, ensuring exceptional customer service
- Collaborate with cross-functional teams to deliver comprehensive wealth solutions
- Contribute to team growth by sharing best practices and mentoring junior members
คุณสมบัติ / Qualifications
- Experience in a client-facing role within wealth management or private banking
- Strong interpersonal and communication skills for building client relationships
- Excellent problem-solving and analytical abilities for complex financial needs
- Thorough knowledge of wealth management products, services, and investment strategies
- Ability to work collaboratively in a team environment
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Client Relationship Management
- Financial Advisory
- Investment Strategies
- Customer Service
- Portfolio Management
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic environment supporting professional development
- Recognition for achievements