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Associate, Treasure Relationship Manager, Medan Diponegoro, Consumer Banking Group
Job summary
A leading bank in Asia is seeking an Associate, Treasure Relationship Manager to develop customer acquisition strategies and manage investment portfolios. The role includes providing excellent service to clients, acquiring new customers, and ensuring compliance with KYC regulations. Ideal candidates have experience in banking, strong communication, and selling skills. This position offers competitive salary and benefits in a dynamic work environment.
Benefits
Qualifications
- Experience in the banking and finance industry would be an advantage.
- Sound understanding in banking products especially Bancassurance, Investment and Treasury products.
- Good written and verbal English.
Responsibilities
- Develop action plan to achieve revenue and customer acquisition targets.
- Acquire new customers and maintain existing customers' portfolios.
- Provide excellent service to customers and manage their investment portfolios.
Skills
Tools
Job Description - Associate, Treasure Relationship Manager, Medan Diponegoro, Consumer Banking Group (WD76192)
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.
- 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 maximise cross selling opportunities to market bank's products and services.
- Implement sales process framework, 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
- 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
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.