Analyst, Treasures Relationship Manager, Consumer Banking Group (Capital Place)

DBS Bank Ltd; Jakarta Pusat; On-site; IDR 300,000,000 - 550,000,000; Full time

Job summary

DBS Bank Ltd in Jakarta is seeking a Relationship Manager to manage a portfolio of high-net-worth clients and deliver tailored financial solutions. You will proactively identify client needs, advise on investments, wealth management, and banking products while maintaining exceptional service.

You will collaborate with cross-functional teams to implement sales strategies and achieve targets, contributing to a dynamic, growth-focused environment at Capital Place Branch.

Qualifications

• Have experience in a client-facing role within the banking or financial services industry.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Excellent problem-solving and analytical skills, with the ability to understand and interpret financial data.
• Proficient in the use of financial analysis tools and customer relationship management (CRM) systems.
• Demonstrated track record of achieving sales and performance targets.
• Ability to work collaboratively in a team environment and across different functions.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients, providing personalized financial solutions and advisory services
• Proactively identify client needs and recommend appropriate investment, wealth management, and banking products
• Maintain strong relationships with clients, ensuring exceptional customer service and satisfaction
• Collaborate with cross-functional teams to deliver integrated financial solutions
• Contribute to the development and implementation of sales strategies and initiatives
• Achieve and exceed individual and team performance targets

Skills

Relationship management

Client communication

Sales targets

Financial analysis

CRM systems

Interpersonal skills

Tools

CRM systems

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, providing personalized financial solutions and advisory services
• Proactively identify client needs and recommend appropriate investment, wealth management, and banking products
• Maintain strong relationships with clients, ensuring exceptional customer service and satisfaction
• Collaborate with cross-functional teams to deliver integrated financial solutions
• Contribute to the development and implementation of sales strategies and initiatives
• Achieve and exceed individual and team performance targets

Requirements

• Have experience in a client-facing role within the banking or financial services industry
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
• Excellent problem-solving and analytical skills, with the ability to understand and interpret financial data
• Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
• Demonstrated track record of achieving sales and performance targets
• Ability to work collaboratively in a team environment and across different functions

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:

Capital Place Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time