Associate, Treasures Relationship Manager, Surabaya Pemuda, Consumer Banking Group

DBS Bank; Surabaya ꦱꦸꦫꦧꦪ; Presencial; IDR 150 000 000 - 350 000 000; Tempo integral

Resumo da oferta

DBS Bank (Indonesia) is seeking a Relationship Manager at Surabaya Pemuda Branch to manage a portfolio of affluent clients, providing tailored wealth management and financial planning solutions.

You will conduct needs analyses, recommend investment, insurance and treasury products, and strive to meet sales targets while delivering excellent service and maintaining compliance.

Qualificações

• Bachelor's degree in Business, Finance, or related discipline.
• Relevant professional certifications in financial advisory and wealth management.
• Proven track record in relationship management, financial advisory, or sales in financial services.
• Strong knowledge of wealth management products: investments, insurance, and treasury.
• Excellent interpersonal and communication skills; ability to build trust with clients.
• Strong analytical, problem-solving, and client-centric mindset.

Responsabilidades

• Manage and grow a portfolio of affluent clients with personalized wealth management.
• Conduct comprehensive financial needs analyses to recommend investment, insurance, and treasury products.
• Achieve individual sales and revenue targets while delivering high-quality customer service.
• Build and maintain long-term relationships with clients to enhance retention and loyalty.
• Adhere to internal policies, operational risk guidelines, and regulatory compliance standards.
• Collaborate with product specialists and support teams to deliver a seamless banking experience.

Conhecimentos

Interpersonal skills

Communication skills

Analytical thinking

Relationship management

Formação académica

Bachelor's degree in Business/Finance

Wealth management certifications

Descrição da oferta de emprego

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 personalized wealth management and financial planning solutions.
• Conduct comprehensive financial needs analyses to recommend suitable investment, insurance, and treasury products.
• Achieve individual sales and revenue targets while delivering high-quality customer service.
• Build and maintain strong, long-term relationships with clients to enhance customer retention and loyalty.
• Adhere strictly to all internal policies, operational risk guidelines, and regulatory compliance standards.
• Collaborate with product specialists and support teams to deliver a seamless, holistic banking experience to clients.

Requirements

• Bachelor's degree in Business, Finance, or a related discipline.
• Relevant professional certifications in financial advisory and wealth management.
• Proven track record in relationship management, financial advisory, or sales within the financial services sector.
• Strong knowledge of wealth management products, including investment, insurance, and treasury solutions.
• Excellent interpersonal and communication skills with the ability to build trust and rapport with clients.
• Strong analytical, problem-solving, and customer-centric mindset.

Location:

Surabaya Pemuda Branch

Job:

Relationship Management

Schedule:

Regular

Employee Status:

Full time