Associate, Treasures Relationship Manager, Juanda, Consumer Banking Group

China, Beijing Branch; Indonesia; On-site; IDR 420,000,000 - 540,000,000; Full time

Job summary

DBS Bank Indonesia is seeking a Relationship Manager at Juanda Branch to serve high-net-worth clients, understand their financial goals, and deliver tailored solutions across deposits, investments, mortgages, and loans.

You will collaborate with Wealth Management and Investment Advisory teams to provide comprehensive financial services, stay updated on market trends, and help achieve personal and team sales targets while maintaining exceptional client service.

Qualifications

• Experience in a client-facing role within banking or financial services.
• Strong interpersonal and communication skills with clients.
• Analytical mindset and problem-solving abilities to assess client needs.
• Proficiency with financial analysis tools and CRM systems.
• Ability to collaborate with cross-functional teams.
• Commitment to delivering excellent client service.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients and tailor solutions.
• Proactively identify cross-selling opportunities to grow the client portfolio.
• Collaborate with Wealth Management and Investment Advisory teams.
• Ensure exceptional client service and address queries professionally.
• Contribute to team and individual sales targets.
• Stay updated on market trends and regulatory changes to advise clients.

Skills

Interpersonal skills

Communication skills

Analytical mindset

Problem solving

CRM proficiency

CRM systems

Tools

CRM systems

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 and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions


• Proactively identify and capitalize on cross-selling opportunities to grow the client's portfolio


• Collaborate with internal teams, such as Wealth Management and Investment Advisory, to deliver comprehensive financial services


• Ensure exceptional client service and address any queries or concerns in atimely and professional manner


• Contribute to the achievement of team and individual sales targets


• Stay updated on market trends, products, and regulatory changes to provide informed advice to clients

Requirements

• Have experience in a client-facing role within the banking or financial services industry


• Strong interpersonal and communication skills, with the ability to build rapport and trust with clients


• Analytical mindset and problem-solving skills to understand client needs and provide suitable solutions


• Proficient in using financial analysis tools and customer relationship management (CRM) systems


• Ability to work collaboratively with cross-functional teams and stakeholders


• Commitment to delivering exceptional client service and maintaining high standards of professionalism

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

Juanda Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time