AVP, Treasures Relationship Manager, DBS Tower, Consumer Banking Group

Dbs Bank; Indonesia; On-site; IDR 50,000,000 - 80,000,000; Full time

Job summary

DBS Bank in Indonesia seeks a Relationship Manager for Mega Kuningan Branch to manage high-net-worth clients, deliver tailored financial solutions, and drive cross-selling opportunities. You will collaborate with Wealth Management and Investment Advisory teams to provide a seamless client experience.

The role requires strong interpersonal skills, excellent communication, and a proven track record in achieving sales targets while maintaining accurate client records.

Qualifications

• Experience in a similar banking/financial services role.
• Strong interpersonal and communication skills to build trust with high-net-worth clients.
• Excellent problem-solving and analytical skills for complex financial products.
• Proficient with CRM systems and financial analysis tools.
• Track record of achieving sales targets and client satisfaction.
• Ability to work independently and in a team.

Responsibilities

• Develop and maintain relationships with high-net-worth clients and tailor solutions.
• Identify cross-selling opportunities to expand client portfolios.
• Collaborate with Wealth Management and Investment Advisory teams for seamless service.
• Monitor client accounts and market trends for optimal performance.
• Participate in client events to strengthen relationships and acquire new clients.
• Maintain accurate client records and documentation.

Skills

Relationship building

Sales targets

CRM proficiency

Analytical skills

Communication

Teamwork

Tools

CRM 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.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored solutions
• Proactively identify and capitalize on cross-selling opportunities to expand the client's portfolio of products and services
• Collaborate with internal teams, such as Wealth Management and Investment Advisory, to deliver a seamless and comprehensive client experience
• Actively monitor client accounts, portfolios, and market trends to ensure optimal performance and timely adjustments
• Participate in client events and networking activities to strengthen relationships and acquire new clients
• Maintain accurate and up-to-date client records and documentation

Requirements

• Have 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 high-net-worth clients
• Excellent problem-solving and analytical skills, with the ability to understand complex financial products and services
• Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
• Demonstrated track record of achieving sales targets and client satisfaction
• Ability to work independently and as part of a team

Location

Mega Kuningan Branch

Job

Relationship Management

Schedule

Regular

Employee Status

Full time