Sr. Associate, Treasures Relationship Manager, Semarang, Consumer Banking Group
DBS Bank · Semarang
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and expanding a portfolio of high-net-worth clients, serving as their main contact for financial needs. The Senior Associate will provide comprehensive wealth management advice, including investment, insurance, and treasury solutions, to help clients achieve their financial objectives. This position requires meeting sales and acquisition targets while ensuring strict adherence to regulatory and internal bank policies.
หน้าที่ความรับผิดชอบ / Responsibilities
- Manage and grow a portfolio of high-net-worth clients in Semarang.
- Provide holistic wealth management advice across various financial products.
- Achieve individual sales, revenue, and client acquisition targets.
- Conduct regular portfolio reviews to assess performance and rebalance assets.
- Collaborate with specialists to deliver comprehensive financial solutions.
- Ensure strict adherence to regulatory and internal bank policies.
คุณสมบัติ / Qualifications
- Bachelor’s degree in Finance, Business, or a related field.
- Proven success as a Relationship Manager in wealth or priority banking.
- Deep understanding of financial markets, investments, and insurance.
- Possess required professional certifications for selling financial products.
- Strong interpersonal and relationship-building skills.
- Excellent analytical, negotiation, and presentation abilities.
ทักษะที่ต้องการ / Required skills
- Wealth Management
- Relationship Management
- Financial Advisory
- Investment Products
- Insurance Products
- Treasury Products
- Sales
- Client Acquisition
- Regulatory Compliance
- Financial Analysis
สวัสดิการ / Benefits
- Competitive salary and benefits package.
- Dynamic environment supporting professional development.
- Recognition for achievements.