AVP, Treasures Relationship Manager, Kelapa Gading, Consumer Banking Group

China, Beijing Branch; Jakarta Utara; On-site; IDR 180,000,000 - 300,000,000; Full time

Job summary

DBS Bank Indonesia, Kelapa Gading Branch, is seeking a Relationship Manager to build and maintain strong relationships with high-net-worth clients. You will tailor financial solutions and deliver exceptional service in a busy banking environment.

The role requires proactive needs assessment, collaboration with cross-functional teams, and ongoing market insight to advise clients on investments, loans, and wealth products.

Qualifications

• Experience in banking or wealth management and client advisory
• Strong interpersonal and communication skills with high-net-worth clients
• Proven track record of meeting sales targets and delivering excellent service
• Proficient in financial analysis tools and CRM systems

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients, providing personalized financial solutions and exceptional customer service
• Proactively identify client needs and provide tailored investment, wealth management, and banking products to meet their financial goals
• Collaborate with cross-functional teams to deliver integrated financial solutions and ensure a seamless client experience
• Actively participate in client events and networking activities to expand the client base and strengthen the bank's presence in the local community
• Maintain a thorough understanding of the bank's products, services, and market trends to provide informed advice and recommendations to clients
• Achieve and exceed individual and team sales targets through effective client relationship management and business development strategies

Skills

Relationship management

CRM systems

Financial analysis

Sales targets

Interpersonal communication

Tools

CRM systems

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, providing personalized financial solutions and exceptional customer service
• Proactively identify client needs and provide tailored investment, wealth management, and banking products to meet their financial goals
• Collaborate with cross-functional teams to deliver integrated financial solutions and ensure a seamless client experience
• Actively participate in client events and networking activities to expand the client base and strengthen the bank's presence in the local community
• Maintain a thorough understanding of the bank's products, services, and market trends to provide informed advice and recommendations to clients
• Achieve and exceed individual and team sales targets through effective client relationship management and business development strategies

Requirements

• Have experience in a similar role, preferably in the banking or wealth management industry
• Strong interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients
• Excellent problem-solving and analytical skills, with the ability to understand and address client financial needs
• Proficient in the use of financial analysis tools and customer relationship management (CRM) systems
• Demonstrated track record of achieving sales targets and delivering exceptional customer service
• Ability to work collaboratively in a team environment and contribute to the overall success of the organization

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:
Kelapa Gading Branch
Job:
Relationship Management
Schedule:
Regular
Employee Status:
Full time