Analyst, Treasures Banking Relationship Manager, Pluit, Consumer Banking Group

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 350,000,000 - 650,000,000; Full time

Job summary

DBS Bank (Indonesia) is expanding its Relationship Management team at the Pluit Branch. The role focuses on growing a portfolio of high-net-worth clients by delivering tailored financial planning and wealth management solutions.

You will work to achieve targets through new client acquisition and deepening existing relationships, with regular portfolio reviews and collaboration with product specialists to offer investment, insurance, and banking solutions under strict regulatory standards.

Qualifications

• Bachelor’s degree in Business, Finance or a related discipline.
• Prior experience in relationship management, wealth management, or financial advisory services.
• Strong understanding of financial markets, investment products, and insurance solutions.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients by providing tailored financial planning and wealth management solutions.
• Achieve business targets through active acquisition of new clients and deepening relationships with existing clients.
• Conduct regular portfolio reviews to ensure alignment with clients' financial goals and risk profiles.
• Collaborate with product specialists to deliver comprehensive investment, insurance, and banking solutions.
• Adhere to all regulatory, compliance, and internal control standards to mitigate risk.

Skills

Relationship management

Wealth management

Financial advisory

Interpersonal skills

Presentation skills

Analytical thinking

Education

Bachelor's degree in Business/Finance

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.ResponsibilitiesManage and grow a portfolio of high-net-worth clients by providing tailored financial planning and wealth management solutions.Achieve business targets through active acquisition of new clients and deepening relationships with existing clients.Conduct regular portfolio reviews to ensure alignment with clients' financial goals and risk profiles.Collaborate with product specialists to deliver comprehensive investment, insurance, and banking solutions.Adhere to all regulatory, compliance, and internal control standards to mitigate risk.RequirementsBachelor’s degree in Business, Finance, or a related discipline.Prior experience in relationship management, wealth management, or financial advisory services.Strong understanding of financial markets, investment products, and insurance solutions.Possession of relevant financial and wealth management certifications.Excellent interpersonal, presentation, and relationship-building skills.Strong analytical and problem-solving capabilities.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:Pluit BranchJob:Relationship ManagementSchedule:RegularEmployee Status:Full time