Associate, Treasures Relationship Manager, BSD, Consumer Banking Group

China, Beijing Branch; Pondok Jaya; On-site; IDR 120,000,000 - 200,000,000; Full time

Job summary

DBS Consumer Banking Group is seeking a Relationship Manager for the BSD Branch. The role focuses on acquiring new customers, expanding existing portfolios, and providing excellent service while aligning client needs with bank products.

You will work with the team to meet revenue targets and maintain strict KYC/AML compliance. The ideal candidate should have banking experience, strong communication and sales abilities, and proficiency in Microsoft Office.

Qualifications

• Experience in banking and finance is advantageous.
• Understanding of Bancassurance, Investment and Treasury products.
• Wealth management certifications are beneficial.
• Strong communication and selling skills are essential.
• KYC and AML knowledge is required.
• Good written and verbal English is necessary.
• Proficiency with Microsoft Office tools.

Responsibilities

• Develop action plans to achieve revenue and new customer targets.
• Acquire new customers and grow existing portfolio; collaborate with TFO to hit targets.
• Provide excellent service; maintain relationships and review customers' banking needs.
• Ensure product understanding to avoid misselling and align investment profiles.
• Handle customer complaints promptly and effectively.
• Monitor competitors' offerings regularly.
• Uphold KYC/AML compliance and integrity at all times.
• Assist Team Leader and CBG Business Manager to meet team and branch targets.

Skills

Communication skills

Interpersonal skills

Sales skills

English proficiency

Education

Wealth management certifications

Tools

Microsoft Office

Job description

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

• Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year


• Acquire new customers and constantly maintain/upgrade existing customers' portfolio. Work closely with TFO to achieve targets set.


• Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers' banking needs to maximize cross selling opportunities to market bank's products and service.


• Implement sales process frame work, ensure customers fully understood the offered product and ensure customers' investment profile suit the product so that there are no miss selling incident


• Ensure customer complaint are handled properly and timely


• Be updated on competitors' offerings on regular basis


• Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times


• Assist Team Leader and CBG Business Manager in achieving the team and branch target

Requirements

• Experience in the banking and finance industry would be an advantage


• Sound understanding in banking products especially Bancassurance, Investment and Treasury products


• Possess relevant certification in various wealth management products would be an advantage


• Highly driven, self motivated, able to work under pressure, organized and good time management


• Strong communication, interpersonal, and selling skills


• Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)


• Good written and verbal English


• Able to operate computer and run Microsoft Office applications

Location:

BSD Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time