ASSOCIATE - SNR ASSOCIATE, Treasures Relationshp Manager, Semarang, Consumer Banking Group
DBS Bank · Semarang 2 Branch
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves providing tailored wealth management solutions to high-net-worth clients within the Treasures segment. The successful candidate will proactively identify client needs, recommend suitable financial products, and maintain strong client relationships. This position requires collaborating with internal teams to ensure a seamless client experience and achieving sales targets while adhering to banking regulations.
หน้าที่ความรับผิดชอบ / Responsibilities
- Deliver personalized wealth management solutions to affluent clients
- Proactively assess client needs and suggest appropriate financial products
- Cultivate strong client relationships through regular interaction and service
- Collaborate with internal teams for a smooth client experience
- Meet individual and team sales objectives
- Ensure compliance with banking policies and risk management
คุณสมบัติ / Qualifications
- Experience in wealth management, private banking, or client-facing roles
- Excellent interpersonal and communication skills for engaging high-net-worth clients
- Ability to analyze financial needs and create customized solutions
- Proficiency in financial planning, investment, and portfolio management
- Strong problem-solving and decision-making capabilities
- Commitment to providing outstanding client service
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Client Relationship Management
- Investment Products
- Financial Planning
- Portfolio Management
- Communication
- Problem Solving
- Client Service
สวัสดิการ / Benefits
- Competitive salary and benefits package
- Dynamic work environment
- Support for professional development
- Recognition for achievements