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

DBS Bank; Jakarta Utara; On-site; IDR 180,000,000 - 320,000,000; Full time

Job summary

DBS Bank Ltd is seeking a Relationship Manager at Pluit Branch in Jakarta to build and manage a portfolio of high-net-worth clients. You will tailor financial plans, coordinate investments, insurance, and banking solutions to meet client goals.

The role requires strong interpersonal skills, deep knowledge of markets, and professional wealth-management certifications. You will work in a regulated environment, ensuring compliance and risk controls while growing the business.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Experience in relationship management or wealth management.
• Strong knowledge of financial markets and investment products.
• Professional certifications in wealth management.
• Excellent interpersonal and presentation skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients with 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 aligned with clients' financial goals and risk profiles.
• Collaborate with product specialists to deliver investment, insurance, and banking solutions.
• Adhere to regulatory, compliance, and internal control standards to mitigate risk.

Skills

Interpersonal skills

Presentation skills

Relationship-building

Analytical thinking

Problem solving

Education

Bachelor's degree in Business/Finance

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 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.

Requirements

• 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.
• Possession of relevant financial and wealth management certifications.
• Excellent interpersonal, presentation, and relationship-building skills.
• Strong analytical and problem-solving capabilities.

Location:

Pluit Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time