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

China, Beijing Branch; Surabaya ꦱꦸꦫꦧꦪ; On-site; IDR 150,000,000 - 240,000,000; Full time

Job summary

DBS Consumer Banking Group is seeking a Relationship Manager in Surabaya to manage affluent client portfolios and provide tailored wealth planning solutions. You will conduct needs analyses, recommend investments and treasury products, and strive to meet sales targets while maintaining exceptional client service.

Join a leading Asian bank offering a wealth of products and a supportive, compliant environment.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• Professional certifications in financial advisory or wealth management.
• Proven track record in relationship management, financial advisory, or sales in financial services.
• Strong knowledge of wealth management products including investments, insurance, and treasury solutions.

Responsibilities

• Manage and grow a portfolio of affluent clients with personalized wealth planning solutions.
• Perform financial needs analyses and recommend suitable investment, insurance, and treasury products.
• Achieve individual sales and revenue targets while delivering high-quality service.
• Build and maintain long-term client relationships to drive retention and loyalty.
• Adhere to internal policies, risk guidelines, and regulatory standards.
• Collaborate with product specialists to deliver a seamless banking experience.

Skills

Relationship management

Wealth management

Sales & advisory

Communication

Education

Bachelor's degree in Business/Finance

Tools

CRM software

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

• 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.

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: Surabaya Pemuda Branch

Job: Relationship Management

Schedule: Regular

Employee Status: Full time