Associate, Treasures Relationship Manager, Consumer Banking Group

DBS Bank Ltd; Provinsi Bali; Sur place; IDR 334 800 000 - 558 000 000; Plein temps

Résumé du poste

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

The role requires experience in wealth management or financial advisory within consumer banking, strong communication skills, and adherence to regulatory guidelines.

Qualifications

• Bachelor’s degree or equivalent professional qualification.
• Experience in wealth management, financial advisory, or relationship management within 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 and rapport with clients.
• Strong analytical, problem-solving, and relationship-building capabilities.

Responsabilités

• Manage and grow a portfolio of affluent clients with customized wealth management solutions.
• Conduct comprehensive financial analysis to understand client needs and recommend investments, insurance, and treasury products.
• Acquire new-to-bank clients and expand existing relationships through 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.

Connaissances

Wealth management

Financial planning

Interpersonal skills

Communication

Analytical

Problem-solving

Relationship-building

Formation

Bachelor’s degree or equivalent

Description du poste

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 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.

Location

Bali Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time