Associate, Treasures Relationship Manager, Pluit, Consumer Banking Group

DBS Bank; Jakarta Utara; On-site; IDR 267,840,000 - 468,720,000; Full time

Job summary

DBS Bank Indonesia, Pluit Branch, seeks a Relationship Manager to serve high-net-worth clients with tailored wealth management solutions. You will build and maintain strong client relationships, collaborate with investment specialists, and drive growth within the client portfolio.

The role emphasizes advisory excellence, regulatory compliance, and delivering comprehensive financial strategies to meet client goals.

Qualifications

• Minimum 3-5 years of experience in banking or financial services.
• Strong interpersonal and communication skills with clients.
• Analytical mindset with ability to interpret financial data.
• Thorough knowledge of investment products and wealth management.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management.
• Develop and maintain strong client relationships to understand financial goals and tailor solutions.
• Collaborate with cross-functional teams, such as investment specialists and product experts.
• Proactively identify and capitalize on growth opportunities within the client portfolio.
• Ensure compliance with relevant regulations and internal policies.
• Contribute to overall growth of the Consumer Banking Group.

Skills

Interpersonal skills

Communication

Analytical thinking

Problem solving

Cross-functional collaboration

Client service

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 financial advisory services to high-net-worth clients, including investment planning, wealth management, and estate planning
• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions
• Collaborate with cross-functional teams, such as investment specialists and product experts, to deliver comprehensive financial solutions
• Proactively identify and capitalize on growth opportunities within the client portfolio
• Ensure compliance with all relevant regulations and internal policies
• Contribute to the overall growth and success of the Consumer Banking Group

Requirements

• Minimum 3-5 years of experience in a similar role, preferably in the banking or financial services industry
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients
• Excellent analytical and problem-solving skills, with the ability to understand and interpret financial data
• Thorough knowledge of investment products, wealth management strategies, and financial planning
• Ability to work collaboratively with cross-functional teams and adapt to changing business needs
• Commitment to providing exceptional client service and maintaining the highest standards of professionalism

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Location:

Pluit Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time