Analyst, Treasures Banking Relationship Manager, DBS Tower, Consumer Banking Group

DBS Bank (Indonesia)

Jakarta Pusat

On-site

IDR 180,000,000 - 280,000,000

Full time

2 days ago
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Job summary

DBS Bank (Indonesia) Mega Kuningan Branch seeks a Relationship Management support professional to assist in growing a portfolio of high-net-worth clients. You will prepare reviews, analyses, and client materials while helping execute investment transactions and wealth products.

Requirements include a bachelor’s degree in finance/economics, proven wealth-management experience, and strong analytical and communication skills to thrive in a fast-paced, team-driven environment.

Qualifications

  • Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline.
  • Proven experience within wealth management, consumer banking, or financial services.
  • Strong analytical and problem-solving skills with high attention to detail.
  • Excellent interpersonal and communication skills to build rapport with stakeholders.
  • Proficiency in financial analysis tools and office productivity software.
  • Ability to work collaboratively in a fast-paced, team-oriented environment.

Responsibilities

  • Support Relationship Managers in managing and growing a portfolio of high-net-worth clients.
  • Prepare comprehensive portfolio reviews, financial analyses, and client presentation materials.
  • Assist in the seamless execution of investment transactions and wealth management products.
  • Conduct market research and analyze financial data to identify investment opportunities.
  • Ensure strict adherence to regulatory requirements, internal compliance standards, and operational risk guidelines.
  • Liaise with internal product specialists and support teams to deliver holistic financial solutions.

Skills

Wealth management experience
Analytical skills
Interpersonal communication
Regulatory compliance awareness

Education

Bachelor's degree in Finance, Business Administration, Economics, or related discipline

Tools

Financial analysis tools
MS Office

Job description

Business FunctionAs 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.ResponsibilitiesSupport Relationship Managers in managing and growing a portfolio of high-net-worth clients.Prepare comprehensive portfolio reviews, financial analyses, and client presentation materials.Assist in the seamless execution of investment transactions and wealth management products.Conduct market research and analyze financial data to identify investment opportunities.Ensure strict adherence to regulatory requirements, internal compliance standards, and operational risk guidelines.Liaise with internal product specialists and support teams to deliver holistic financial solutions.RequirementsBachelor’s degree in Finance, Business Administration, Economics, or a related discipline.Proven experience within wealth management, consumer banking, or financial services.Strong analytical and problem-solving skills with high attention to detail.Excellent interpersonal and communication skills to build rapport with internal and external stakeholders.Proficiency in financial analysis tools and office productivity software.Ability to work collaboratively in a fast-paced, team-oriented environment.Relevant professional or regulatory certifications in financial advisory are highly advantageous.Apply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.Location:Mega Kuningan BranchJob:Relationship ManagementSchedule:RegularEmployee Status:Full time
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