Senior Associate, Treasures Bancassurance Specialist, Bandung, Consumer Banking Group

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

• Provide comprehensive financial advisory services to high-net-worth clients, including investment planning, wealth management, and insurance solutions
• Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles to provide tailored recommendations
• Collaborate with the Bancassurance team to cross-sell and up-sell insurance products to Treasures clients
• Analyze client portfolios and market trends to identify opportunities for growth and optimization
• Ensure compliance with all relevant regulations and internal policies
• Contribute to the team's overall performance and growth by meeting or exceeding sales targets

Requirements

• Have experience in a similar role, preferably in the banking or financial services industry
• Strong interpersonal and communication skills, with the ability to build rapport with clients
• Proficient in financial analysis, investment planning, and wealth management
• Excellent problem-solving and decision-making abilities
• Ability to work independently and as part of a team
• Commitment to providing exceptional client service

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.

Location:

Job:

Schedule:

Employee Status: