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

DBS Bank Ltd; Jakarta Pusat; Sur place; IDR 180 000 000 - 300 000 000; Plein temps

Résumé du poste

DBS Bank Ltd. at the Pondok Indah branch seeks an experienced Relationship Manager to grow a portfolio of high-net-worth clients by delivering tailored wealth management solutions and comprehensive financial advisory.

You will drive revenue through new client acquisition and cross-selling, while maintaining regulatory compliance and collaborating with internal specialists to provide superior client service.

Qualifications

• 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.

Responsabilités

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

Connaissances

Relationship management

Sales

Financial advisory

Wealth management

Formation

Bachelor's degree in Finance/Business/Economics

Description du poste

Business FunctionAs 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.ResponsibilitiesManage 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.RequirementsBachelor’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.Apply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.Location:Pondok Indah BranchJob:Relationship ManagementSchedule:RegularEmployee Status:Full time