Associate, Treasures Relationship Manager, Surabaya Pemuda, Consumer Banking Group
DBS Bank · Surabaya
Full-timeonsitemidSalesBankingWealth ManagementRelationship ManagerFinanceDBS
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and growing a portfolio of affluent consumer banking clients at the Surabaya Pemuda branch. You will deliver tailored wealth management and financial advisory services while recommending appropriate investment and insurance solutions. The position requires hitting revenue targets and upholding high service standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Oversee and expand an assigned portfolio of high-net-worth customers through tailored financial planning
- Perform financial needs assessments to offer suitable insurance, treasury, and investment options
- Meet designated personal sales goals and revenue benchmarks while upholding premium service quality
- Cultivate lasting client partnerships to maximize satisfaction, retention, and customer loyalty
- Comply with operational risk policies, internal procedures, and legal regulatory frameworks
- Partner with internal investment specialists and operations teams to provide comprehensive banking services
คุณสมบัติ / Qualifications
- Bachelor's degree in business administration, finance, or a relevant academic field
- Recognized professional accreditation or certification in financial advisory services
- Demonstrated success in financial sales, wealth planning, or client relationship roles
- Comprehensive understanding of wealth solutions such as insurance, investment, and treasury offerings
- Outstanding communication and interpersonal capabilities to establish trust with affluent customers
- Effective analytical thinking and strong customer orientation
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Wealth Management
- Financial Planning
- Investment Products
- Insurance Products
- Sales
- Risk Compliance
- Client Advisory
สวัสดิการ / Benefits
- Competitive compensation package
- Professional development and career growth opportunities
- Recognition programs in a dynamic banking workplace