Associate, Treasures Relationship Manager, BSD, Consumer Banking Group
DBS Bank · BSD Branch
Full-timeonsiteOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and growing a portfolio of high-net-worth clients within the consumer banking group. The successful candidate will focus on acquiring new customers, deepening existing relationships, and providing comprehensive financial advice across various banking products. This position requires a proactive approach to sales, excellent customer service, and strict adherence to compliance standards.
หน้าที่ความรับผิดชอบ / Responsibilities
- Achieve and surpass revenue and new customer acquisition goals
- Cultivate new client relationships and enhance existing portfolios
- Deliver exceptional service by managing investment portfolios and identifying cross-selling opportunities
- Ensure proper sales processes, product understanding, and suitability for clients
- Handle customer complaints effectively and promptly
- Maintain up-to-date knowledge of competitor offerings and ensure compliance with KYC/AML regulations
คุณสมบัติ / Qualifications
- Prior experience in the banking and finance sector is beneficial
- Solid understanding of banking products, including Bancassurance, Investment, and Treasury
- Relevant certifications in wealth management products are a plus
- Highly motivated, organized, and capable of performing under pressure
- Strong communication, interpersonal, and sales abilities
- Proficiency in KYC and AML principles, good written and verbal English, and computer literacy
ทักษะที่ต้องการ / Required skills
- Relationship Management
- Sales
- Customer Service
- Investment Products
- Bancassurance
- Treasury Products
- KYC
- AML
- Communication
- Microsoft Office
ทักษะเพิ่มเติม / Nice to have
- Wealth Management Certification
สวัสดิการ / Benefits
- Competitive salary package
- Comprehensive benefits package
- Dynamic work environment
- Opportunities for professional development
- Recognition for achievements