Associate, Treasures Relationship Manager, Consumer Banking Group

DBS; Indonesia; On-site; IDR 280,000,000 - 420,000,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Job summary

DBS Bali is seeking a Relationship Manager to oversee a portfolio of affluent clients, delivering tailored wealth management and financial planning solutions. You will analyze client needs, recommend investments, insurance, and treasury products, and expand the client base through proactive networking.

Applicants should have experience in wealth management or financial advisory, with required regulatory certifications and strong communication skills to build trust and long-term relationships.

Qualifications

• Bachelor’s degree or equivalent professional qualification.
• Experience in wealth management, financial advisory, or relationship management in consumer banking.
• Regulatory certifications required for financial advisory.
• Strong understanding of financial markets, investment instruments and wealth management products.
• Excellent interpersonal and communication skills to build trust with clients.
• Strong analytical, problem-solving and relationship-building capabilities.

Responsibilities

• Manage and grow a portfolio of affluent clients with customized wealth management solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend suitable products.
• Acquire new-to-bank clients and expand relationships through networking and referrals.
• Adhere to regulatory standards, compliance guidelines and internal risk policies.
• Deliver exceptional customer service to maintain client satisfaction and loyalty.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.

Skills

Interpersonal skills

Communication

Relationship-building

Analytical thinking

Client rapport

Financial markets knowledge

Education

Bachelor’s degree or equivalent

Job description

Responsibilities

• Manage and grow a portfolio of affluent clients by providing customized wealth management and financial planning solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend suitable investment, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through proactive networking and referrals.
• Adhere to regulatory standards, compliance guidelines, and internal risk management policies.
• Deliver exceptional customer service to maintain high levels of client satisfaction and loyalty.
• Collaborate with product specialists and internal teams to deliver holistic financial solutions.

Requirements

• Bachelor’s degree or equivalent professional qualification.
• Demonstrated experience in wealth management, financial advisory, or relationship management within consumer banking.
• Possess relevant regulatory certifications required for financial advisory.
• Strong understanding of financial markets, investment instruments, and wealth management products.
• Excellent interpersonal and communication skills to build trust and rapport with clients.
• Strong analytical, problem-solving, and relationship-building capabilities.

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: Bali Branch
Job: Relationship Management
Schedule: Regular
Employee Status: Full time

DBS is more than a bank — we're shaping the future of finance and communities. With innovation at our core and impact in our DNA, we go beyond banking to build careers, relationships, and a better world. DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. Recognised for its global leadership, DBS has been named “World’s Best Bank” by Global Finance, “World’s Best Bank” by Euromoney and “Global Bank of the Year” by The Banker. The bank is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 15 consecutive years from 2009 to 2023. DBS provides a full range of services in consumer, SME and corporate banking. As a bank born and bred in Asia, DBS understands the intricacies of doing business in the region’s most dynamic markets and is committed to building lasting relationships with customers. With its extensive network of operations in Asia and emphasis on engaging and empowering its staff, DBS presents exciting career opportunities.