Senior Associate, Treasures Private Client Relationship Manager, Surabaya Sungkono, Consumer Banking Group
DBS Bank · Surabaya Sungkono Branch
Full-timeonsiteseniorOtherSales
รายละเอียดงาน / Description
Based in Indonesia, this role involves managing and growing relationships with high-net-worth clients, providing tailored financial solutions. You will identify cross-selling opportunities and collaborate with specialists to offer comprehensive financial advice. The position requires monitoring client accounts and contributing to client acquisition and retention strategies for the Treasures segment.
หน้าที่ความรับผิดชอบ / Responsibilities
- Cultivate strong relationships with high-net-worth clients and offer customized financial solutions
- Identify and pursue cross-selling opportunities to expand client product portfolios
- Work with internal teams for comprehensive financial advice and support
- Monitor client accounts, portfolios, and transactions, ensuring compliance
- Contribute to the growth of the Treasures client segment through acquisition and retention
คุณสมบัติ / Qualifications
- Experience in a client-facing role within banking or financial services
- Strong interpersonal and communication skills to build client trust
- Proficiency in financial analysis, investment planning, and wealth management
- Excellent problem-solving and decision-making abilities for customized solutions
- Proven track record of meeting or exceeding sales and client satisfaction targets
- Ability to collaborate effectively with cross-functional teams
ทักษะที่ต้องการ / Required skills
- Client Relationship Management
- Financial Analysis
- Investment Planning
- Wealth Management
- Sales
- Communication
- Problem Solving
- Compliance
สวัสดิการ / Benefits
- Competitive salary package
- Comprehensive benefits package
- Dynamic work environment
- Opportunities for professional development
- Recognition for achievements