AVP, Treasures Relationship Manager, Kelapa Gading, Consumer Banking Group
DBS Bank · Kelapa Gading Branch
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing relationships with high-net-worth clients, offering personalized financial solutions, and identifying their investment and wealth management needs. The position requires collaborating with internal teams to ensure a smooth client experience and actively participating in networking events to expand the client base. You will be responsible for achieving sales targets and providing informed advice on banking products and market trends.
หน้าที่ความรับผิดชอบ / Responsibilities
- Build and maintain strong relationships with high-net-worth clients, offering tailored financial solutions.
- Proactively identify client needs and provide suitable investment and wealth management products.
- Work with various teams to deliver integrated financial solutions and a seamless client experience.
- Engage in client events and networking to grow the client base and enhance the bank's local presence.
- Stay updated on bank products, services, and market trends to offer expert advice.
- Meet and exceed individual and team sales targets through effective client management.
คุณสมบัติ / Qualifications
- Experience in a similar role, preferably within banking or wealth management.
- Strong interpersonal and communication skills to build trust with high-net-worth clients.
- Excellent problem-solving and analytical abilities to address client financial needs.
- Proficiency with financial analysis tools and customer relationship management (CRM) systems.
- Proven track record of achieving sales targets and delivering outstanding customer service.
- Ability to collaborate effectively within a team environment.
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Wealth Management
- Investment Products
- Financial Analysis
- CRM
- Sales
- Communication
- Problem Solving
สวัสดิการ / Benefits
- Competitive salary and benefits package.
- Dynamic work environment.
- Support for professional development.
- Recognition for achievements.