Associate, Treasures Relationship Manager, Pluit, Consumer Banking Group

China, Beijing Branch; Pluit; On-site; IDR 180,000,000 - 350,000,000; Full time

Job summary

DBS Consumer Banking Group in Indonesia seeks a Relationship Manager to advise high-net-worth clients, design investment plans, and manage wealth strategies from the Pluit Branch. The role focuses on building trusted client relationships, understanding financial goals, and delivering tailored wealth solutions.

You will collaborate with investment specialists and product experts to provide comprehensive financial solutions while ensuring compliance with regulatory requirements and internal

Qualifications

• 3–5 years of experience in banking or financial services.
• Strong interpersonal and client-facing skills.
• Knowledge of investment products and wealth planning.
• Ability to collaborate with cross-functional teams.
• Commitment to exceptional client service.

Responsibilities

• Provide personalized financial advisory services to high-net-worth clients, including investment planning and wealth management.
• Develop and maintain relationships to understand financial goals and tailor solutions.
• Collaborate with investment specialists and product experts to deliver comprehensive solutions.
• Identify growth opportunities within client portfolios and drive business growth.
• Ensure compliance with regulations and internal policies.
• Contribute to the growth and success of the Consumer Banking Group.

Skills

Relationship management

Client advisory

Financial analysis

Wealth management

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

Location

• Pluit Branch

Job

• Relationship Management

Schedule

• Regular

Employee Status

• Full time