AVP, Treasures Private Client RM, Medan Imam Bonjol, Consumer Banking Group

DBS Bank; Kota Medan ᯔᯩᯑᯉ᯲; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

DBS Bank in Medan seeks a Relationship Manager to oversee a portfolio of high-net-worth clients, delivering personalized wealth management and advisory services. You will build trust, understand goals, and propose suitable investment strategies while coordinating with investment specialists to provide comprehensive solutions.

The role requires strong communication, analytical skills, and a proven track record of meeting sales targets with high client satisfaction in a wealth management context.

Qualifications

• Bachelor's degree in finance, economics or business administration.
• Experience in wealth management, private banking or similar client-facing roles.
• Strong analytical and problem-solving skills with ability to interpret financial data.
• Excellent communication and interpersonal skills for high-net-worth clients.
• Track record of achieving sales and revenue targets with client satisfaction.
• Proficiency with portfolio management and financial analysis tools.

Responsibilities

• Manage a portfolio of high-net-worth clients within the Consumer Banking Group.
• Develop and maintain strong client relationships and investment recommendations.
• Collaborate with investment specialists and product experts to deliver wealth solutions.
• Monitor client portfolios and adjust strategies as needed to align with goals.
• Mentor juniors and contribute to team initiatives.

Skills

Wealth management

Client relationship

Analytical skills

Communication skills

Sales targets

Portfolio software

Education

Bachelor's degree in Finance/Economics/Business

Tools

Portfolio management software

Financial analysis tools

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.

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 a portfolio of high-net-worth clients within the Consumer Banking Group, providing personalized wealth management solutions and financial advisory services
• Develop and maintain strong relationships with clients, understanding their financial goals and risk profiles to recommend appropriate investment strategies
• Collaborate with cross-functional teams, including investment specialists and product experts, to deliver comprehensive wealth management solutions
• Proactively monitor client portfolios, making timely adjustments to ensure alignment with their evolving financial needs and market conditions
• Contribute to the growth and development of the team by sharing best practices, mentoring junior colleagues, and participating in team initiatives

Requirements

• Bachelor's degree or equivalent in a relevant field, such as finance, economics, or business administration
• Experience in wealth management, private banking, or a similar client-facing role
• Strong analytical and problem-solving skills, with the ability to interpret financial data and provide tailored recommendations
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth clients
• Demonstrated track record of achieving sales and revenue targets, while maintaining a high level of client satisfaction
• Proficient in the use of financial analysis tools and portfolio management software
• Commitment to ongoing professional development and staying up-to-date with industry trends and regulations

Location

Medan Imam Bonjol Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time