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

China, Beijing Branch; Jakarta Utara; On-site; IDR 24,000,000 - 42,000,000; Full time

Job summary

DBS Consumer Banking Group is seeking a Relationship Manager to oversee a portfolio of high-net-worth clients and provide tailored wealth management and banking solutions. The role focuses on acquiring new clients, deepening existing relationships, and aligning portfolios with clients' financial goals and risk profiles.

You will collaborate with product specialists to deliver comprehensive investment, insurance, and banking solutions while adhering to regulatory and internal controls to mitigate

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.
• Possession of relevant financial and wealth management certifications.

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 market knowledge

Communication skills

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