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AVP, TPC Relationship Manager

Pt Bank Dbs Indonesia Tbk
Pt Bank Dbs Indonesia Tbk (Jakarta)
Jakarta
DKI Jakarta, Indonesia 🇮🇩
Pt Bank Dbs Indonesia Tbk
DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia“ award by Global Finance for 14 consecutive years from 2009 to 2022. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets. DBS is committed to building lasting relationships with customers, as it banks the Asian way. Through the DBS Foundation, the bank creates impact beyond banking by supporting social enterprises: businesses with a double bottom-line of profit and social and/or environmental impact. DBS Foundation also gives back to society in various ways, including equipping communities with future-ready skills and building food resilience. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities. For more information, please visit www.dbs.com

About this position

The AVP, TPC Relationship Manager is responsible for managing and overseeing the financial activities of high net-worth clients in DBS, meeting targets, providing excellent customer service, and ensuring compliance with regulations.

Responsibilities

• Manage and oversee the financial activities of high net-worth client in DBS
• To meet targets sets, which include achieving individual revenue target, increasing number of customers and AUM
• To achieve world class excellence customer service by providing distinctive wealth management products to High Net-Worth customers in accordance to our TPC Guidelines
• 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

• At least 2 years of experience in sales with 1 year at TRM level
• 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