Associate, Treasures Relationship Manager, BSD, Consumer Banking Group

DBS Bank; Pagedangan; On-site; IDR 180,000,000 - 240,000,000; Full time

Job summary

DBS Bank BSD Branch in Indonesia is seeking a Relationship Manager to drive revenue, acquire and manage high-value clients, and deliver tailored wealth solutions. You will build trusted relationships, conduct regular client reviews, and coordinate with product teams to offer bancassurance, investments and treasury services while complying with KYC/AML standards.

Join a dynamic team in a leading regional bank, where your insights will help shape client strategies, and you will collaborate across

Qualifications

• Experience in banking/finance is an advantage
• Strong understanding of Bancassurance, Investment and Treasury products
• Relevant wealth management certifications preferred
• Highly driven, self-motivated, able to work under pressure and organized
• Strong communication, interpersonal and selling skills
• Good knowledge of KYC and AML principles
• Good written and verbal English
• Proficient with computers and MS Office

Responsibilities

• Develop action plan to achieve revenue and new customer targets
• Acquire new customers and grow existing portfolio; coordinate with TFO
• Provide excellent service through regular meetings to assess banking needs
• Ensure proper product explanations and cross-selling opportunities
• Handle customer complaints timely and effectively
• Stay updated on competitors’ offerings
• Uphold KYC/AML compliance and integrity
• Support Team Leader and CBG Business Manager to reach targets

Skills

Selling skills

Communication skills

KYC/AML knowledge

Time management

English proficiency

Client relationship

Tools

Microsoft Office

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

• Develop action plan to achieve and exceed revenue / new customer acquisition targets set for the year
• Acquire new customers and constantly maintain/upgrade existing customers’ portfolio. Work closely with TFO to achieve targets set.
• Provide excellent service to customers (both existing and potential) by keeping close relationship and managing their investment portfolio, e.g. conduct regular meetings to assess customers’ banking needs to maximize cross selling opportunities to market bank’s products and service.
• Implement sales process frame work, ensure customers fully understood the offered product and ensure customers’ investment profile suit the product so that there are no miss selling incident
• Ensure customer complaint are handled properly and timely
• Be updated on competitors’ offerings on regular basis
• Ensure KYC/Money Laundering Prevention is strictly complied with at all times (including maintaining regular contact with customers for periodic review) and uphold integrity and honesty as bank staff at all times
• Assist Team Leader and CBG Business Manager in achieving the team and branch target

Requirements

• Experience in the banking and finance industry would be an advantage
• Sound understanding in banking products especially Bancassurance, Investment and Treasury products
• Possess relevant certification in various wealth management products would be an advantage
• Highly driven, self motivated, able to work under pressure, organized and good time management
• Strong communication, interpersonal, and selling skills
• Good understanding in applying principle of Know Your Customer (KYC) and Anti Money Laundering (AML)
• Good written and verbal English
• Able to operate computer and run Microsoft Office applications

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

BSD Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time