Analyst, Treasures Wealth Manager, Balikpapan, Consumer Banking Group

DBS; Indonesia; On-site; IDR 100.000.000 - 200.000.000; Full time

Job summary

A leading bank in Asia is seeking an Analyst for their Treasures Wealth Manager team located in Balikpapan. The successful candidate will engage the team to achieve KPIs and handle customer onboarding issues. A Bachelor's degree, strong communication skills, and a minimum of 2 years in leadership and 3 years in sales experience are required. The role involves monitoring performance, ensuring compliance, and generating reports. Competitive salary and dynamic work environment offered.

Benefits

Competitive salary

Benefits package

Dynamic environment

Qualifications

• 2 years of experience as a leader and 3 years in sales.
• Good knowledge of investment and wealth products.
• Good problem-solving skills.

Responsibilities

• Build and maintain team engagement to achieve KPIs.
• Cascading updates related to digibank.
• Ensure team compliance with regulations.
• Create daily sales and productivity reports.
• Monitor team member performance.
• Elevate technical and non-technical issues.
• Maintain knowledge of company products.
• Contribute ideas to expand customer network.

Skills

Communication skills

Interpersonal skills

Problem solving

Target orientation

Knowledge of investment and wealth products

Education

Bachelor Degree from reputable university

Tools

Microsoft Office

Job description

Analyst, Treasures Wealth Manager, Balikpapan, Consumer Banking Group – (WD78621)

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• To build and maintain engagement within the team in achieving its KPI & cost
• To cascade issues or updates regarding digibank that is applicable to the team
• To ensure the team to comply with compliance and other regulations
• To create comprehensive daily sales and productivity report (including analysis or room for improvement)
• To closely monitor and follow up each team member performance in terms of productivity
• To elevate all issues (technical and non-technical) that occurred from the team related with customer onboarding process
• Maintain and update knowledge on all company products and services.
• Contribute the latest ideas for the team to expand network of community for new customers

Requirements

• Bachelor Degree from reputable university
• Good communication and interpersonal skills
• Having WPPE/WAPERD certification is a plus
• Good knowledge about investment and wealth product and understanding about market update
• Minimum Years of Experience: 2 year as leader and 3 years on sales area
• Have a good problem solving skill
• Target oriented
• Capable of operating computer and Microsoft office

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.