Analyst, Treasures Banking Relationship Manager, Pondok Indah, Consumer Banking Group

DBS Bank; Indonesia; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

DBS Bank Ltd. Pondok Indah Branch seeks a Relationship Manager to oversee a portfolio of high-net-worth clients and deliver tailored wealth solutions. You will work closely with product teams to align offerings with client goals and risk profiles.

The role emphasizes building trust, achieving targets, and ensuring compliance with regulatory standards while providing exceptional service to sophisticated clients in a busy private banking environment.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field.
• Experience in relationship management or sales in banking.
• Knowledge of wealth management products and markets.
• Valid investment/insurance licenses or certifications.
• Proven sales targets achievement and client portfolio management.

Responsibilities

• Manage and grow a portfolio of high-net-worth individual clients at Pondok Indah branch.
• Provide comprehensive financial advisory and wealth management solutions tailored to client needs and risk profiles.
• Achieve sales and revenue targets through acquisition of new clients and cross-selling of banking products.
• Conduct regular portfolio reviews with clients to ensure alignment with their financial goals.
• Ensure full compliance with regulatory guidelines, internal policies, and ethical standards of the bank.
• Collaborate with internal product specialists and support teams to deliver high-quality customer service.

Skills

Relationship management

Financial advisory

Sales skills

Interpersonal skills

Analytical thinking

Education

Bachelor's degree in Finance, Business Administration, Economics

Investment or Insurance licenses/certifications

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 individual clients within the Pondok Indah branch.


• Provide comprehensive financial advisory and wealth management solutions tailored to client needs and risk profiles.


• Achieve sales and revenue targets through the acquisition of new clients and the cross-selling of banking products.


• Conduct regular portfolio reviews with clients to ensure alignment with their financial goals.


• Ensure full compliance with regulatory guidelines, internal policies, and ethical standards of the bank.


• Collaborate with internal product specialists and support teams to deliver high-quality customer service.

Requirements

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


• Prior experience in relationship management, financial advisory, or sales within consumer banking.


• Strong understanding of wealth management products, investment instruments, and financial markets.


• Possession of relevant financial certifications and licenses (such as investment or insurance sales licenses).


• Proven track record of meeting sales targets and managing client portfolios.


• Excellent interpersonal, presentation, and relationship-building skills.


• Strong analytical and problem-solving capabilities.

Location:

Pondok Indah Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time