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

China, Beijing Branch; Jakarta Selatan; On-site; IDR 400,000,000 - 700,000,000; Full time

Job summary

DBS, a leading bank in Asia, is seeking a Relationship Manager for its Wealth Management segment in Jakarta. You will support high-net-worth client portfolios, prepare detailed financial analyses and presentations, and ensure compliant execution of investment transactions.

The role requires a finance-related degree, strong analytical and communication skills, and the ability to collaborate with product teams in a fast-paced environment. Competitive salary and benefits offered.

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or 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.
• Relevant professional or regulatory certifications in financial advisory are highly advantageous.

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

Analytical skills

Interpersonal skills

Attention to detail

Financial analysis

Office software

Team collaboration

Education

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

Tools

Finance software

Job description

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

• 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.

Requirements

• 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 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.

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: Mega Kuningan Branch
• Job: Relationship Management
• Schedule: Regular
• Employee Status: Full time