ASSOCIATE - SNR ASSOCIATE, Treasures Relationshp Manager, Semarang, Consumer Banking Group

Dbs Bank

Indonesia

On-site

IDR 240,000,000 - 400,000,000

Full time

6 days ago
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Job summary

DBS Bank, Semarang 2 Branch, is seeking a Relationship Manager to deliver personalized wealth management services to high-net-worth clients. You will identify client needs, recommend investment, banking and insurance solutions, and maintain strong relationships through proactive, high-quality service.

In this role you will collaborate with cross-functional teams, aim to meet sales targets, and uphold the bank's compliance and risk management standards.

Qualifications

  • Experience in wealth management, private banking, or similar client-facing roles.
  • Strong interpersonal and communication skills with high-net-worth clients.
  • Ability to analyze client financial needs and provide tailored solutions.
  • Proficient in financial planning, investment and portfolio management.
  • Excellent problem-solving and decision-making skills.
  • Commitment to delivering exceptional client service.

Responsibilities

  • Provide personalized wealth management solutions to high-net-worth clients within the Treasures segment.
  • Proactively identify client needs and recommend investments, banking, and insurance products.
  • Maintain strong client relationships through regular communication and exceptional service.
  • Collaborate with cross-functional teams to deliver a seamless client experience.
  • Achieve individual and team sales targets while adhering to compliance and risk policies.

Skills

Wealth management
Private banking
Client facing
Communication skills

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
  • Provide personalized wealth management solutions to high-net-worth clients within the Treasures segment
  • Proactively identify client needs and recommend appropriate investment, banking, and insurance products to meet their financial goals
  • Maintain strong relationships with clients through regular communication and exceptional service
  • Collaborate with cross-functional teams to deliver a seamless client experience
  • Achieve individual and team sales targets while adhering to the bank's compliance and risk management policies
Requirements
  • Experienced in wealth management, private banking, or a similar client-facing role
  • Strong interpersonal and communication skills to effectively engage with high-net-worth clients
  • Ability to analyze client financial needs and provide tailored solutions
  • Proficient in financial planning, investment, and portfolio management
  • Excellent problem-solving and decision-making skills
  • Commitment to delivering exceptional client service

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

Semarang 2 Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time

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