Analyst, Treasures Banking Relationship Manager, Kelapa Gading, Consumer Banking Group

China, Beijing Branch; Jakarta Utara; On-site; IDR 250,000,000 - 450,000,000; Full time

Job summary

DBS is hiring a Relationship Management professional to serve high-net-worth clients in the Kelapa Gading area. You will tailor wealth solutions and build trusted client relationships through proactive advisory and product access.

You will work with product specialists to deliver investments, insurance, and treasury solutions while upholding regulatory and internal policies. The role is full-time at the Kelapa Gading Branch with a strong emphasis on service quality and client retention.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Proven experience in relationship management within the financial services or wealth management sector.
• Strong understanding of wealth management products, including mutual funds, bancassurance, and structured products.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients in the Kelapa Gading area.
• Provide personalized financial advisory and wealth management solutions based on clients' financial goals and risk profiles.
• Acquire new-to-bank clients through active prospecting and referrals.
• Collaborate with product specialists to deliver comprehensive investment, insurance, and treasury solutions.
• Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies.
• Deliver excellent client service to maintain high satisfaction and retention rates.

Skills

Relationship management

Client advisory

Analytical thinking

Education

Bachelor's degree in Business/Finance/Economics

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

• Manage and grow a portfolio of high-net-worth clients in the Kelapa Gading area.


• Provide personalized financial advisory and wealth management solutions based on clients' financial goals and risk profiles.


• Acquire new-to-bank clients through active prospecting and referrals.


• Collaborate with product specialists to deliver comprehensive investment, insurance, and treasury solutions.


• Ensure strict adherence to regulatory requirements, compliance standards, and internal bank policies.


• Deliver excellent client service to maintain high satisfaction and retention rates.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a related field.


• Proven experience in relationship management within the financial services or wealth management sector.


• Strong understanding of wealth management products, including mutual funds, bancassurance, and structured products.


• Relevant financial certifications are highly advantageous.


• Excellent interpersonal and relationship-building skills.


• Strong analytical and problem-solving capabilities with a results-oriented mindset.

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: Kelapa Gading Branch

Job: Relationship Management

Schedule: Regular

Employee Status: Full time