Associate - Sr Associate, Treasure Relationship Manager, Bandung Jawa, Consumer Banking Group
Core
Acquire and maintain high-net-worth customer relationships to drive revenue and new customer acquisition for DBS Consumer Banking Group.
Role type
Sr Associate Relationship Manager (Consumer Banking)
Builds
Customer investment portfolios and cross-selling of banking products
Domain
Consumer Banking / Wealth Management
Deliverable
client delivery
Required skills
sales process execution, KYC/AML compliance, portfolio management, cross-selling, competitor analysis
Preferred skills
banking and finance industry experience, wealth management certifications
Technologies
Microsoft Office
Responsibilities
Develop action plans to achieve revenue and new customer acquisition targets; Acquire new customers and maintain/upgrade existing customer portfolios; Conduct regular meetings to assess customer banking needs and maximize cross-selling opportunities; Ensure customers fully understand offered products to prevent miss-selling; Handle customer complaints properly and timely; Monitor competitors' offerings; Comply with KYC/Money Laundering Prevention regulations.
Seniority
Sr Associate, hands-on IC