Analyst, Treasures Banking Relationship Manager, Pluit, Consumer Banking Group
DBS Bank · Jakarta Utara
Full-timeonsitemidSalesSales
รายละเอียดงาน / Description
Based in Indonesia, this position entails handling high-net-worth client portfolios within DBS Consumer Banking Group. The successful candidate will drive portfolio expansion by delivering customized wealth advisory services and securing new customer relationships. Additionally, the role involves partnering with specialized teams to present comprehensive banking and investment solutions while strictly following regulatory guidelines.
หน้าที่ความรับผิดชอบ / Responsibilities
- Handle and expand a portfolio of affluent clients with personalized financial planning services
- Reach sales and business goals by onboarding new customers and deepening current accounts
- Perform periodic portfolio assessments aligned with client risk tolerance and targets
- Partner with product specialists to provide complete wealth, insurance, and investment offerings
- Uphold regulatory compliance, internal risk controls, and banking operational standards
คุณสมบัติ / Qualifications
- Bachelor's degree in Business, Finance, or an equivalent field
- Background in relationship management, financial advisory, or wealth management
- Solid grasp of financial market dynamics, insurance, and investment vehicles
- Valid professional wealth management and financial accreditations
- Strong communication, client relationship, and presentation skills
- Sound problem-solving and analytical thinking abilities
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Wealth Management
- Financial Planning
- Investment Products
- Client Acquisition
- Portfolio Review
- Risk Management
- Compliance
สวัสดิการ / Benefits
- Competitive compensation structure
- Comprehensive benefits package
- Dynamic work culture supporting career growth and recognition