Wealth Relationship Manager for High-Net-Worth Clients

China, Beijing Branch; Kota Medan ᯔᯩᯑᯉ᯲; Presencial; IDR 300 000 000 - 600 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Resumo da oferta

DBS Consumer Banking Group in Medan Imam Bonjol Branch is seeking a Relationship Manager to serve high-net-worth clients and tailor financial solutions. You will manage cross-sells, provide exceptional service, and collaborate with Wealth Management to deliver comprehensive advisory support.

The role focuses on proactive client engagement, product diversification, and mentorship within the Treasures team, ensuring a seamless, high-quality client experience.

Qualificações

• Strong interpersonal and communication skills.
• Proven track record of achieving sales targets.
• Proficient in data analysis and financial planning.
• Ability to collaborate with multiple teams.
• Commitment to continuous learning.

Responsabilidades

• Develop and maintain strong relationships with high-net-worth clients.
• Identify and capitalize on cross-selling opportunities.
• Collaborate with Wealth Management and Investment Advisory.
• Ensure exceptional client service and timely queries.
• Mentor Treasures Relationship Management team.

Conhecimentos

Interpersonal skills

Sales targets

Cross-selling

Data analysis

Team collaboration

Descrição da oferta de emprego

DBS Consumer Banking Group in Medan Imam Bonjol Branch is seeking a Relationship Manager to serve high-net-worth clients and tailor financial solutions. You will manage cross-sells, provide exceptional service, and collaborate with Wealth Management to deliver comprehensive advisory support.

The role focuses on proactive client engagement, product diversification, and mentorship within the Treasures team, ensuring a seamless, high-quality client experience.