Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
DBS Bank · Samarinda Branch
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves providing comprehensive wealth management advice to high-net-worth individuals and families. You will proactively identify client financial needs, develop customized solutions, and maintain a deep understanding of banking products. The position requires actively acquiring new clients and collaborating with internal teams to deliver holistic financial solutions.
หน้าที่ความรับผิดชอบ / Responsibilities
- Advise high-net-worth clients on wealth management, including investments and estate planning
- Identify client financial needs and create tailored solutions
- Understand bank products and recommend suitable options
- Acquire new clients and expand the customer base
- Collaborate with specialists for comprehensive financial solutions
- Ensure compliance with regulations and internal policies
คุณสมบัติ / Qualifications
- Bachelor's degree in finance, economics, or related field
- Strong communication and interpersonal skills for client relationships
- Proven success in client acquisition and portfolio growth
- Knowledge of investment products and wealth management strategies
- Proficiency with financial analysis and CRM systems
- Commitment to excellent client service and ethics
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Investment Planning
- Client Relationship Management
- Financial Planning
- Client Acquisition
- Compliance
- Financial Analysis
- CRM Software
สวัสดิการ / Benefits
- Competitive salary package
- Comprehensive benefits package
- Dynamic work environment
- Opportunities for professional development
- Recognition for achievements