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

DBS Bank; Jakarta Utara; On-site; IDR 180,000,000 - 260,000,000; Full time

Job summary

DBS Bank Indonesia is seeking a Relationship Manager to oversee a portfolio of high-net-worth clients in the Kelapa Gading area. The role focuses on personalized wealth management, advisory services, and new client acquisition while ensuring compliance and superior client service.

The ideal candidate will have a strong background in wealth management, excellent interpersonal skills, and the ability to collaborate with product specialists to deliver comprehensive financial solutions.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Proven experience in relationship management within financial services or wealth management.
• Strong understanding of wealth management products including mutual funds and bancassurance.
• Relevant financial certifications are advantageous.
• Excellent interpersonal and relationship-building skills.
• Strong analytical and problem-solving capabilities with a results-oriented mindset.

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’ goals and risk profiles.
• Acquire new-to-bank clients through active prospecting and referrals.
• Collaborate with product specialists to deliver 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

Interpersonal skills

Analytical thinking

Client service mindset

Education

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

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