Associate, Treasures Business Relationship Manager, Bali, Consumer Banking Group
DBS Bank · Bali
Full-timeonsitemidOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and expanding a portfolio of affluent clients by offering tailored wealth management and financial planning solutions. The successful candidate will conduct financial analysis, recommend suitable investment products, and acquire new clients through proactive engagement. This position requires adherence to regulatory standards and delivering exceptional customer service to foster client satisfaction and loyalty.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and grow a portfolio of affluent clients with customized wealth solutions.
- Analyze client needs and recommend suitable financial products.
- Acquire new clients and expand existing relationships.
- Ensure compliance with regulatory standards and internal policies.
- Provide exceptional customer service to maintain client loyalty.
- Collaborate with specialists for holistic financial solutions.
คุณสมบัติ / Qualifications
- Bachelor’s degree or equivalent professional qualification.
- Experience in wealth management or financial advisory.
- Relevant regulatory certifications for financial advisory.
- Strong understanding of financial markets and investment products.
- Excellent interpersonal and communication skills.
- Strong analytical and problem-solving abilities.
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Financial Planning
- Client Relationship Management
- Financial Analysis
- Investment Products
- Regulatory Compliance
- Customer Service
- Communication
- Problem Solving
สวัสดิการ / Benefits
- Competitive salary and benefits package.
- Dynamic environment supporting professional development.
- Recognition for achievements.