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

DBS Bank (Indonesia); Jakarta Pusat; On-site; IDR 167,400,000 - 279,000,000; Full time

Job summary

DBS Bank (Indonesia) in Jakarta recruits a Relationship Manager to oversee a portfolio of high-net-worth clients at the Pondok Indah branch. You will deliver tailored wealth advisory, align solutions with risk profiles, and drive cross-sell of banking products.

This role emphasizes regulatory compliance, client reviews, and collaboration with product specialists to maintain service excellence and growth.

Qualifications

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

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.

Skills

Relationship management

Financial advisory

Sales

Interpersonal skills

Analytical thinking

Education

Bachelor’s degree in Finance, Business Administration, Economics, or a related discipline

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